Tapping the Breaks
By David Matias June 28, 2022 – It was a brutal week in the markets — all of the markets. While a decline in stocks has been percolating for months, it is painful to experience a decline across all asset classes. As with all bull markets, it isn’t a debate about whether it will end, […]
Here’s Some Key Financial Planning Advice for LGBTQ+ People
June 28, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s to discuss ‘Some Key Financial Planning Advice for LGBTQ+ People.’ “If you can’t get married, then have very good estate planning documents, which include financial and medical powers of attorney.” Read the full piece here: https://bit.ly/3nqAEwz
Jeanette Garretty on Bloomberg Radio
June 26, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss the latest economic news. “The impact on consumers and businesses is evolving. We’re just starting to see in the United States, the impact of past actions by the #Fed in the last few months on #housing markets. I think we’ll see a lot more over […]
Managing Financial Conflict in Divorce
By Pam Friedman, CFP®, CDFA® June 28, 2022 – Managing conflict is more important than resolution in divorce. We don’t resolve conflict at first; we handle it with a mix of vulnerability and wisdom with the goal of resolution. Furthermore, in divorce the resolution is not a compromise. It can and should be a shared […]