Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Making Cents: Making the Most Out of Your Financial Review
Your review meetings with your financial advisor should be about a lot more than your portfolio. Anyone can review investments and tell you why they went up or down. That service alone is not often worth the price of admission. A productive review meeting will have a detailed agenda to ensure that your whole financial…
Making Cents: Stress Test Your Forecast
With an eye toward the dog days of summer vacation, this is a good time of year to think about how you would spend your time if every day was vacation. For many, the goal of not working some day is still alive. Retiring isn’t what it used to be, however. Today, retirees want a…
Munchkin Friday
Fridays at the Weiss household are always a little crazy. It usually starts before the sun even rises as we approach the end of the week. Everyone is excited for the weekend, but it is time for our oldest (Natalie) to go to school or now summer camp. I need to speak with my wife…
Making Cents: Dollar Cost Averaging
Dollar cost averaging is a term that has been around for many years, but always seems to get a lot more usage during turbulent markets. Whether it’s justification for continuing to invest in your 401K or simply systematically contributing new investable money into your accounts over a specified time period, dollar cost averaging is here…
‘Tis the Season
The warm weather seems to be here to stay in Massachusetts, finally. And with that comes what all people my age (26) has this time of year, weddings. My girlfriend, Liz, and I went to our first wedding of the year this past week. Her best friend was getting married at The Grandview in Milford….
Welcome back, Jenn!
After a 7-month hiatus to care for her newborn baby girl (Brooke), Jenn is coming back to the office part time. She will be working a handful of hours each week and focusing her time on our Jimmy Fund Golf tournament (Monday, September 23rd) and helping to improve our systems for a better overall client…