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
Halloween on the Hill
Years ago when we moved to the Beacon Hill neighborhood of Boston, we were told Halloween would be a mob scene, and we could perhaps expect hundreds of trick or treaters ringing our doorbell looking for loot. Stocking up on mass quantities of candy, we felt prepared for the oncoming onslaught- only to discover all…
Fully Integrated vs. Comprehensive Planning
By: Thomas Schulte | Director of Financial Planning A lot of people come to us familiar with the term “comprehensive financial planning.” They might say, “I’m working with a comprehensive financial planner right now.” However, we use the term “fully integrated financial planning.” The best and worst part about fully integrated financial plans is…
Trick or Treat
Halloween is creeping up on us, and while we’re busy crunching numbers, we can’t resist the allure of candy! Here’s what our team loves to indulge in when the office gets a little spooky. Alex: Peanut M&Ms for the win! That said, this might be the hardest article to write – anything with a combination…
How Are You Using 168 Hours?
By: John P. Napolitano | Founder and Chairman I think quality of life might be the best measure of success when it comes to financial planning. As much as most of us love winning the money game, what is money worth? What good is it if we don’t enjoy it? We meet phenomenally wealthy people…
Allow me a moment to put my Jane Austen hat on….
Nearly eleven years ago to this day, a gangly boy from Syracuse met a beautiful girl from Los Angeles by an odd stroke of luck, as they both went to the wrong hotel upon orientation of a study abroad program in Sevilla, Spain. Without much dating experience, he asked her to dinner that very same…
Do I Trust My Trustee?
By: Alex Weiss CFP® | President & Wealth Manager One of the fundamental rules of wealth preservation is to avoid the biggest mistakes. To be more specific, we sometimes refer to these as single points of failure in a financial plan. For high-net-worth families, designating your trustees might be one of the most often overlooked…