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

This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.

After accumulating significant assets in the typical financial accounts (401(k), IRA, brokerage, etc.), it is common to think “what’s next” on the journey of building and protecting wealth. As part of this process, many of our clients have considered owning a rental property as an investment to...

As you near or enter retirement age, it is important to identify the different income streams available to you, as well as how much income you project to receive from each specific source. Among these considerations is Social Security, which can be a significant piece of the retirement income...

Retirement is one of life’s most anticipated and exciting transitions. We dream of travel, time with the family, and having the freedom to do whatever is most important to us. Planning for this big transition is a delicate balance of organizing our financial lives while crafting our desired...