Insights

By Mallon FitzPatrick, CFP As published in Rethinking65 June 30, 2022 – You cannot control market behavior, but you do hold sway over how you manage taxes, which reduce investment returns on portfolios and are often compounded by state taxes. Determining the optimal tax deferral strategies depends […]

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 […]

By Mallon FitzPatrick, CFP Seasoned investors who are approaching advanced years may hold significant rental real estate assets as part of their investment portfolio. Given the stock market’s recent volatility, their strategy can make sense, as real estate may offer more stability than other risky assets and […]

By Jeanette Garretty, Chief Economist April 29, 2022 – First Quarter US GDP growth has landed with a resounding thud. Yes, consumer spending and business investment grew strongly, preventing the GDP growth number from being far worse than -1.4%. The preference, therefore, would be to look past […]