With 2023 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

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Presenters: Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, RICP®

One of the biggest choices investors face is deciding which assets they should own in their portfolio. It’s well understood that simply saving and holding cash won’t cut it when saving for retirement and for years, the generally accepted rule has been that investors can utilize stocks as the growth...

One of the challenges of an early retirement includes the need to budget for increased health insurance expenses prior to the onset of Medicare at age 65. During our working years, health insurance is typically provided at no cost by our employer or at a significantly reduced cost with employer...

The stock market is often erratic in the way it moves, contrary to what many people think will happen or how the market should react. Oftentimes when the market doesn’t make sense, it is right anyways. It’s easy to think of the stock market and the economy as intertwined, but that is not always the...