Customized Wealth Management
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Enhancing wealth for this generation and the next.
Newsletters
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?