BlogEstate Planning New Connecticut Uniform Power of Attorney Act to Become Effective October 1, 2016 July 19, 2016Changes to Connecticut’s existing power of attorney law will take effect on October 1, 2016.…
BlogFinancial PlanningInvestingTrending Topics John Oliver & The Fiduciary Standard June 15, 2016In his most recent episode, John Oliver did a great job uncovering several issues that plan…
BlogFinancial PlanningWealth Transitions Planning Considerations for Millennials April 26, 2016Below, I explore some common planning considerations and issues that I encounter on a regular…
BlogInvesting Alternatives & Individual Investors April 21, 2016Alternatives are often a source of confusion for our clients and the investing public, and…
BlogBehavioral FinanceFinancial PlanningInvesting Our Habits Matter January 19, 2016My five month old daughter is just beginning to understand the concept of cause and…
