When Clients Walk

We occasionally part ways with clients, and the reasons for doing so vary. Some move away and prefer to find a new advisor closer to where they live. Some pass away. Some realize after some time that we’re not a “good fit” for them. While we never like to lose...

Would You Buy A Used Car From This Guy?

It’s the start of a new school year, and you’ve discovered that your son or daughter needs their own car. But, you’re not sure if you should buy new or used, or whether buying even makes sense – your neighbor mentioned that leasing might be an attractive option. In...

Does Home Ownership Still Make Sense?

Over the past 25+ years of working with clients, we have been asked more times than we can remember what we think of real estate as an investment. Our first response it generally to clarify whether our client is referring to commercial or residential property. While...

How Can Grandparents Help Pay for College?

With the cost of college continuing to rise, it’s important that students, parents and grandparents understand the options they have for tackling this significant expense. Invest in a 529 Plan State-sponsored education savings plans – known as 529 Plans – can be a...