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
How to Prepare Successful Inheritors
By: Thomas Schulte | Director of Financial Planning One of the most common concerns we hear affluent clients express: “I’m fearful that passing too much wealth to my inheritors will do more harm than good.” It’s a well-founded concern. Far too many examples of wealth are those passed carelessly between generations, bringing out the worst…
Every Day Is Saturday
By: John Napolitano | Founder and Chairman We have many clients who are starting to sell their businesses or retiring from companies and corporations. Many large changes occur, but the biggest are often in their routines. If you own a business or have a particularly high-performance job, you work your butt off Monday through Friday….
Making Cents: Joint Ownership Can Create Problems
Let’s start by defining to two most common forms of joint ownership. First is the joint tenants in common form of ownership. Joint tenants in common mean that each individual owner has an undivided ownership interest in the property, be it a coin collection, bank account or real estate. So if you’re a joint tenant…
Summer Hike
I’ve never been an avid hiker, but I am a fan of doing outdoor activities in the summer. We only get about 3 months of nice weather here in New England, and that pushes it, so we must take advantage of it when it’s here. Last weekend my friends and I went down to just…
If a picture is worth 1,000 words…
…what is a video worth? Being a part of a fully integrated wealth management team is an honor few can claim. We have built this firm one person at a time, one client at a time. Clients have been carefully selected because they are fun to be with and appreciate our integrating everything that involves…
Market Update: July 2024
As we continue to provide on an occasional basis for our Napier Financial newsletter readers, we’re sharing some brief perspectives from our investment team’s vantage point on what’s recently taken place in markets and the economy, and also convey some thoughts about our investment outlook going forward. Since our last update, the stock market pulled…