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
The Perfect Bite
As we approach one of my favorite times of the year, Thanksgiving, into the holiday season, I constantly have flash back memories of those holiday traditions as a kid. Depending on what house and what holiday, we had the ‘kids’ table all the way through being young adults. The conversations and the food seemed to…
Picking The Winners
By Rob Napolitano When you’re in the world of alternatives, you get asked a lot about who the “winners” are. The first thing I tell people is that the right question is more focused on what your financial objectives are, not who makes headlines for ROI. Alternatives can tiptoe between asset and liability when they’re…
Market Update: November 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.
Weekend in Wolfeboro!
This weekend Jenna and I were lucky enough to spend a few days in Wolfeboro, NH at her family’s lake house on Lake Winnipesaukee. It has been in the family for 50 years, and it is her favorite place on earth. Having spent countless weekends here with her family, cousins, aunts and uncles, her grandparents,…
Are Parents the Problem?
By John Napolitano CFP®, CPA, PFS, MST | Founder & Chairman When we think of multi-generational planning, most minds shift to children and grandchildren as the inheritors. However, most of the problems in estate planning belong to the parents. When passing the financial baton, it’s the parents’ responsibility first and foremost to set their families…
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…