Investing Resolutions for 2023

A recent article in the Washington Post offered a different perspective to the view that kids these days are getting too much screen time. In fact, there’s another demographic struggling to put down their devices: baby boomers. As one man put it: “My 75-year-old dad’s phone may as well be an implant; he lives with it like a teenager!”1 Of course, this has implications for our investing ways. With easy access at our fingertips, we may all be guilty of checking investment accounts too frequently.

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Beyond Estate Planning: The Importance of a Financial Inventory

If an unexpected event were to happen, would you, or others, be able to find important documents to handle your finances?

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Helping Younger Generations Cope with Higher Rates

For the younger generations, this may be the first time they are experiencing rising rates and high inflation. As such, here are a few thoughts on helping them prepare for this changed landscape.

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