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Protect your (parents’) money

Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.

Surviving the sandwich generation

Many of the families we work with want to support their kids AND help their aging parents… but it’s important to make sure you’re stable, first.

Awkward conversations with parents

There are multiple studies showing older Americans don’t like talking about money, but if you have aging parents, those conversations may be critical.

Teach your kids to be millionaires

Kelly Milligan discusses how he teaches money and investing to Eagle Scouts as part of the Personal Management merit badge program.

October 2024 market update

September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00. Intramonth,

The stock market rose in September… but so did volatility. This could signal investors are nervous, but some volatility is expected ahead of an election.

Hedge funds, explained.

If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. From Game Stop to George Soros

Hedge funds are frequently misunderstood thanks to pop culture. We review what they are, how they’re different, and when they make sense in a portfolio.