Thought Leadership By Our Team

Tis the season with approaching proms and graduations as important milestones in young people’s lives and a wonderful cause for celebration.

The death of a parent can be one of life’s most difficult experiences, at any age. During what may be an emotionally overwhelming time, there are often time-sensitive and practical matters to attend to.

The tax season is officially here and it is time to get yourself ready. Everyone’s tax situation is different, but here is a listing of common tax forms and records you should have prior to filing your tax return.

One of the more difficult things in life is when you have to acknowledge that your relationship with your parents takes a twist and you become the caregiver.

This is a good month to take stock of relationships that are important to you. Investing in friends and hobbies is an important part of life planning.

The year 2022 never had a chance of success as witnessed by the first week of trading that saw record new highs in early January erased within days, followed by a correction (-10%) and a bear market (-20%) in equities in a short period of time.

Last year, we titled our outlook piece “Year of Fed Tightening” and put the focus on the Federal Reserve because we believed it held the majority of control over the path of the economy and the markets.

By far the most difficult part of a financial plan is determining how much you spend. Few people can quantify their annual spend rate, so you are not alone. Here is a worksheet to help you get started

Congress passed a long-awaited retirement bill, dubbed “SECURE Act 2.0,” in late December as part of a broader omnibus spending bill.

Getting control of your financial life is one of the top New Year’s resolutions. We’ve compiled a checklist of suggestions to help you get started on this goal.

People who explicitly make make resolutions are 10 times more likely to attain their goals than people who don't. What are yours?

With less than a month left in this calendar year, we want to remind you of a few last-minute financial moves that you might want to consider.

Although many of us have been enjoying the warm fall weather, the winter holidays are right around the corner! Please find our highly anticipated gift list:

Equity markets stayed positive all month despite slowing economic data and muted earnings reports. All major U.S. equity indexes were up with the only negative monthly return seen in emerging markets, down -3.1%.

With the upcoming “Millionaire’s Tax” ballot initiative in Massachusetts (“MA”) proposing to tax people earning over a $1,000,000 an extra 4%, and the fact that Massachusetts is one of only 17 states to have an estate or inheritance tax....