Winter 2022 Market Recap & Outlook
After a strong year for equity markets comes to a close, our team reflects on the trends of 2021 and ...
NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share New York, January 24, 2022 ...
Markets in 2 Minutes – January 2022
The Fed is getting off zero and yields are also on the rise. In this month’s edition of Markets in ...
When Is the Right Time to Hire a Financial Advisor?
Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s ...
Probate
What is Probate? Probate is the court proceeding in which a deceased person’s Will is filed with the court, and ...
What Are Incentive Stock Options (ISOs)?
All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...
Rate of Return
What Is Rate of Return? The rate of return measures the performance of an investment. Rate of return is calculated ...
2021 4th Quarter Commentary: “A Bit of Déjà Vu”
Recap A reasonable person could sit here at the end of 2021 and have a sense of Groundhog Day – ...