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Alternative investments can offer unique opportunities to high income earners, but it is critical to know the risks involved. We explain the

In this article, we look at ways to be tax-smart without being tax-obsessed.

Get insights from a fiduciary about how to make the most of a financial windfall from inheritance, stock options, selling a business or even

Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders.

Remember when you were starting your adult life with your first apartment and job, earning money, and paying your bills? At the time, you...

Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...

You’ve heard about responsible investing, “green” funds and ESG and you’re wondering if it’s right for you, but what does it really mean?

An open letter from the president of Gold Medal Waters Financial Advisors about the difference between value and money.

When retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.

HENRYs earn a hefty income so they could have a decent chance of becoming wealthy, but they don’t save and invest much. What’s going on?

Accepting a new job is exciting. It’s also stressful, no matter how junior or senior you are in a company or organization. Even doctors,...

You may have come across articles about the FIRE movement, which refers to “Financial Independence, Retire Early.” These articles often...

The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town...

Strong marriages are based on a foundation of trust, open communication, and shared values. While there is no one-size-fits-all...

For many people, the money in their employer-sponsored retirement savings plan—a 401(k) or something similar—represents a big chunk of...

It seems like everyone is talking about inflation – and for a good reason. After so many years of low inflation – so low it was not worth...

A successful financial relationship is akin to a busy two-way street with a steady flow of communication traffic. This means trusting...

Most medical professionals who own a private practice did not pursue their chosen career to become business managers. The business side...

Losing a home to a fire or other natural disaster is devastating. Here’s how to avoid being underinsured.

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.