January 17, 2016. By Richard Greene and Mark Barry: In what can best be described as the year of the improbable, equity markets ended the fourth quarter and 2016 in record high territories and registered strong returns across almost all equity sectors. The fact that...
January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the northeast, and it is all-the-more attractive to move to a warmer climate during retirement for mental and physical well-being. One of the difficult considerations we see with clients when they make the...
January 3, 2017. By Ashley Agnew: Throughout the day, it may be the slightest annoyance rather than a major crisis that is the cause of your stress. Such an annoying instance makes it difficult to decompress and enjoy the few precious hours you have left until your...
December 27, 2016. By Mark Barry: For many years, there has been increasing interest in Socially Responsible Investing (sometimes referred to as ethical or impact investing) from the investing public as well as institutional investors, particularly endowment and...
December 22, 2016. By Jennifer Wolfsberg: Divorce in our country has doubled over the last 20 years among people over the age of 50. For these individuals, it can be a tough challenge to restart a new life under very different income and asset base circumstances. ...
December 15, 2016. By Olga Okaty: One of the most prominent topics President-elect Donald Trump discussed on the campaign trail was his plan to cut taxes. Several Republican Congressmen have presented similar tax proposals over the last few years, and with Mr. Trump...
