Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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It is exciting to suddenly receive a financial windfall. That feeling is a natural part of how our brains work, irrespective of education or experience. Isaac Newton lost a fortune chasing the excitement of unexpected...
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2020: Low Probability Events Occasionally Occur The year began quietly in investment markets, extending a lengthy stretch of subdued volatility. That relative calm came to a dramatic end in late February when the extent of...
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Over the holiday weekend, we watched old family videos of the kids when they were young. Clips of us playing make-believe with Brandon, Alex, and later with Tori were wonderful reminders of the past. I...
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Investors don’t worry about all market fluctuations – just the type that reduces their portfolio values. No one seems shaken when the stock market shoots upward. But market volatility is price change, regardless of its...
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Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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An Update as We Approach the 2020 Election With less than a hundred days to the November elections, we are publishing an updated version of our blog from the start of this year. At that...
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Is a great company a great investment? My life has been changed by great companies. Days start with my iPhone, listening to a podcast, and checking emails. Family discussions on historical events are quickly resolved...
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Jumping into today’s stock market may be appealing to those whose view tends more towards a “glass half full” than “half empty.” Sharp declines like the ones experienced in March elicit a variety of responses....
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As we publish this article, over 70,000 have been diagnosed with the virus named “Covid-19”and over a thousand people have died. While these statistics are significant, they pale in comparison to the seasonal flu, which...
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