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A Simple 5-Step Portfolio Checkup Anyone Can Do
Most people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper issues like unnecessary overlap or risks that don’t match your current life situation. A simple portfolio review starts with asking the right questions and being crystal clear about what each investment…
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The 30-Day Family History Project
Imagine your grandchildren discovering a story, a recipe, or a photograph you saved. These are pieces of history they might never have known without you. Retirement is the perfect time to take on the role of family archivist. You don’t need a history degree or special equipment. All it takes is a phone, a scanner,…
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The 7 Wonders of Your Own Town
You don’t have to go far to discover something new. In fact, some of the most interesting experiences are often right in your own backyard. Exploring your community can strengthen connections, spark curiosity, and create memories without the cost or hassle of travel. Here are seven ways to start: 1. Seek out the landmarksVisit the…
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How Upbringing Shapes Your Money Mindset
Your investment strategy might have less to do with market data and more to do with the dinner table you grew up around. The way you think about money, the risks you take, the risks you avoid, often trace back to lessons you didn’t even know you were learning as a kid. Scarcity vs. Abundance…
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5 Creative Ways to Teach Children Money
Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar. Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday…
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Lessons in Buyer’s Remorse
We’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intended, or perhaps the item doesn’t live up to your expectations. That sinking feeling? It’s called buyer’s remorse, and there are a variety of reasons why we experience it: The truth is, buyer’s remorse…
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When Adult Children Move Back Home
The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing costs, inflation, and mounting student debt, this arrangement can provide a much-needed safety net for the child, but it can also create challenges for the household. The following tips can…
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5 Financial Misconceptions About Retirement
Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and how to avoid them. 1. “I’ll Spend Less in Retirement” Many people believe their expenses will…
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Optimal Diversification: Navigating 2024’s Investment Risks and Opportunities
Welcome to &Partners’ inaugural market outlook. As a firm built by and for advisors, our overriding goal is for clients to receive advice done well — and that mission demands thoughtful, forward-looking analysis and perspective
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Are You Prepared for a Long Retirement?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…
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