Finance

By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation published [...]

Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to [...]

Chelsea A. Benoit, CFP®, Associate Advisor The new year typically ushers in fresh opportunities and an energy of renewal. This time of year encourages people to pause and reassess which areas of [...]

Diana Castro, CPA, CFP®, Associate Advisor It is the time of year when notifications for open enrollment for employer benefits, Medicare, health insurance marketplace, etc. start appearing in [...]

By: Steve VanNostrand, CFP®, Senior Financial Advisor For decades, asset ALLOCATION -balancing risk and reward in one’s portfolio by diversifying investments across asset classes like equities, [...]

There is a proliferation of articles in the news these days about cybersecurity.  As more and more people share an increasing amount of detail about their life online, cybersecurity becomes an [...]

Millennials have suffered, or perhaps provoked, the ire of their elders for how slowly they have matured.  The largest generation in American history—84.7 million versus 79 million when the Baby [...]