We hope you had a great 4th of July, and enjoyed celebrating with family and friends! Here are a few photos from the day…
Happy 4th 2023 From the Napier Team
July 5, 2023Recent Insights

Game Changing Life Transitions that need Attention
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman Most people approach their financial planning on a piecemeal basis. They look at their portfolio every now and then. They talk to an estate planner every 10 or 20 years, even though it should be more frequent. They buy their life insurance in…

Lunar New Year
As the Lunar New Year rolls around, we’re not just welcoming a new year, we’re diving into a vibrant tapestry of tradition, culture, and a whole lot of fun! The Lunar New Year is the most important holiday in the Chinese community, and it serves as a time to reconnect with loved ones and honor…

When Optimism Gets Dangerous
By Thomas Schulte | Director of Financial Planning We all love it when things are going well in our financial world. Our portfolio is up, our income is growing, and the business is doing well. While that’s never bad news, optimism often comes with a dangerous case of tunnel vision. As Morgan Housel reminds us,…
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