Wealth and Investment Services


Spring Cleaning Your Investments

Everyone needs to clean-up their financial clutter at least once a year Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan. Here are seven steps to making your portfolio cleaner and more efficient. Think of your investments as a portfolio. This is the first key step. ...
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Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment, more women today find themselves in the ranks of HNW individuals. What makes a woman’s situation unique On average, women have a longer life expectancy than men, so they must plan for a more extended retirement period. This longevity risk is coupled with the fact they often spend fewer years in the workforce due to career interruptions for family care. Historically, ...
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Get Your Healthcare Affairs in Order as You Approach Retirement

Healthcare is one of the more difficult areas to navigate as you get closer to retirement. With so much focus on saving enough for retirement and ensuring that your investments will keep up with inflation, many people fail to square away their healthcare affairs before retirement age. However, if you want a greater chance of enjoying your retirement, getting your healthcare priorities in order sooner rather than later is critical. Seek Out Care as Soon as You Need It While still working, pushing aside treatment of minor ailments or even routine screenings and appointments may seem easy. It is common ...
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Retiring Early As a Couple: A Financial Love Story

Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together. Retiring simultaneously can bring many benefits, such as shared experiences and time together, which may result in a stronger bond. However, it is essential to note that simultaneously retiring means that the couple may stop earning money around the same time, which can impact their income and savings. For this reason, couples must have a plan outlining a systematic approach to saving, spending, and investing. It’s also critical to include factors such ...
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