Long-Term Care Insurance: Pitfalls and Advantages

Long-Term Care Insurance: Pitfalls and Advantages

Apr 3, 2023 | Financial Planning

  The cost of long-term care has risen materially over the past few decades, creating financial hardship for millions of aging Americans and their families. As the cost of care continues to increase, so too does the need for a sound strategy for managing these...
The Vital Importance of IRAs

The Vital Importance of IRAs

Mar 6, 2023 | Financial Planning

  We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this...
Fight Climate Change With Your Investments

Fight Climate Change With Your Investments

Feb 9, 2023 | Newsroom

“A lot of times people own things that they don’t realize they own — things that are at odds with their personal values.”  Our portfolio manager and director of ESG research Matthew Blume lends his expertise on mutual funds and ETFs to an article for Better.net...
The Vital Importance of IRAs

The Vital Importance of IRAs

Mar 9, 2022 | Financial Planning

We have published this Navigator at this same time each of the past three years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline.  Given the vital nature of this topic, we...