David Day
Should You Buy a Vacation Home?
The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town...
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Just some words we wrote on financial planning and investment management topics for you.
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Maryan K. Jaross
- Nov 9, 2022
- 6 min
Second Marriages and Finances – Let’s Discuss
Strong marriages are based on a foundation of trust, open communication, and shared values. While there is no one-size-fits-all...
Samuel Flaten
- Oct 24, 2022
- 6 min
3 Big Reasons to Discuss Your 401(k) with your Financial Advisor
For many people, the money in their employer-sponsored retirement savings plan—a 401(k) or something similar—represents a big chunk of...
David Day
- May 27, 2022
- 4 min
Three Financial Mistakes People Make by Ignoring Their Advisor
A successful financial relationship is akin to a busy two-way street with a steady flow of communication traffic. This means trusting...
Maryan K. Jaross
- Feb 9, 2022
- 5 min
How to Financially Prepare for a Natural Disaster
Losing a home to a fire or other natural disaster is devastating. Here’s how to avoid being underinsured.
David Day
- Nov 18, 2021
- 3 min
Public Service Loan Forgiveness – Important Updates
The Public Service Loan Forgiveness Program has been updated with the goal of making it work for more borrowers.
David Day
- Sep 16, 2021
- 7 min
Nine Tips for Reducing Taxes Now and Later
If you want to reduce your taxes this year or into the future, it is time to make plans. We offer nine tax-saving tips.
Maryan K. Jaross
- Jul 16, 2021
- 7 min
Should You Break Up With Your Financial Advisor?
Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...
Matthew Kelley
- May 18, 2021
- 5 min
What Is a Fiduciary Financial Advisor? Six Things You Should Know
What requires some financial advisors to act as a fiduciary but not others, what does that term really mean, and why is it important?
David Brown
- Apr 23, 2021
- 6 min
Questions for Couples of All Ages to Ask Before Saying “I Do”
If you’re getting married for the first time, or saying “I do” in retirement, our premarital financial questions address each situation.
David Day
- Mar 29, 2021
- 7 min
10 Wealth Management Strategies for M.D.s
As a physician, your income provides the opportunity to accumulate enough wealth to support an enviable lifestyle and bring financial...
Matthew Kelley
- Jan 21, 2021
- 5 min
A Radical Investment Idea: Simplify Your Strategy
It may seem odd for a financial advisory firm to say this, but financial advisors often overcomplicate investments. While managing an...
Matthew Kelley
- Dec 28, 2020
- 7 min
Money Matters – Bringing Value to Your Life With Wealth
After covering their basic needs, such as food and shelter, most people overlook the role money should play in their lives.
David Day
- Nov 20, 2020
- 3 min
Post Election Thoughts – Importance of a Long-Term Investing Perspective
This election season has been unusual and stressful, but long-term investors can take comfort from history.
Maryan K. Jaross
- Sep 28, 2020
- 6 min
What Kind of Spender Are You? Knowing May Increase the Satisfaction You Get From Your Money
If you think you have a good handle on your lifestyle priorities, consider analyzing how you spend your money.
Maryan K. Jaross
- Aug 26, 2020
- 6 min
Buying, Selling and Refinancing a Home in the COVID-19 Era
Many people are buying and selling homes in the COVID-19 world. New rules and new tools have changed the way it gets done, and low mortgage
David Day
- Jul 30, 2020
- 5 min
Reassessing Your Financial Priorities for 2020 And Beyond
Financial goals and priorities evolve as life changes, so financial advice should be an ongoing process of discovery and re-evaluation.
Matthew Kelley
- May 27, 2020
- 4 min
Communication: Let’s Talk - A Letter from a Psychiatrist
Why do some clients find it difficult to share concerns with their financial advisor? In this post, we get a psychiatrist’s perspective.
Matthew Kelley
- May 13, 2020
- 5 min
The Best Financial Advice: Be Honest with Your Financial Advisor
People hide information from their financial advisors, damaging the quality of the advice they receive.
David Day
- Jul 2, 2019
- 6 min
Medical Malpractice Insurance 101
We discuss some of the key aspects of medical malpractice insurance because most physicians could use a review on this topic.
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