What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
In 1995, I entered my sophomore year at a small-town Central New Jersey high school. I conjugated countless verbs in Latin only to discover that they didn’t improve my PSAT verbal scores. My chemistry teacher confessed to the...Read More
If you own a small business, this summer might be a good opportunity to take some time out of your schedule and analyze your performance. With the first two quarters ending, you’ll be able to see how your business performed...Read More
Hello!! Hello! Recent news here in CT has our friends in Hartford considering legislation to eliminate the State income tax on social security benefits. Connecticut is one of 13 States that taxes social security; a married couple with...Read More
Big global events dominate headlines and send people scurrying for financial cover. In most cases, though, it’s better to ride out the frenzy and stick to things you can control. Take, for example, last month’s Brexit vote,...Read More
A financial planner explains how to be unfailingly logical about one of the biggest expenses of your life You may feel the urge to buy a house, but is it the right decision? There can be advantages and disadvantages to homeownership,...Read More
Last year saw some rough sledding for investors: Emerging markets, commodities and gold were way down, as were eight of the nine domestic equity categories Morningstar tracks. This year hasn’t been much better. This may make some...Read More
A recent podcast by the renowned “Nerd’s Eye View” blogger Michael Kitces and the XY Financial Planning Network about monthly retainers in the finance industry struck a chord with us. What we see trending in 21st century financial...Read More