Insights
From the Team

Our thoughts on finances,
planning, and life in general.

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Recent Insights

Fourth of July Favorites

We hope everyone has a safe and enjoyable Independence Day ahead. In lieu of an individual person article, we wanted to share team favorites from a 4th of July celebration. Alex: While I love a great cheeseburger, I still have a love for watermelon. I can remember as a kid we used to eat watermelon by…

plant money

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…

Old Couple by the Bench

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…

Ice Creams

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…

Investment planning

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…

Wedding

‘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….

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