Posts by Samantha Masey

Written by: Ryan Bouchey A common question we see clients face when we discuss financial planning is should they be spending money on their children’s education costs or saving for their own retirement. Although it may be a difficult decision for a parent to make, our advice generally centers around the premise that you only…

Written by: Martin X. Shields As part of our firm’s philosophy of investing in our human capital, we try attending several conferences each year where we complete due diligence and research on investments, global economic trends, best business practices and methods to better utilize our technology.  This week several members of our team attended a…

Written by: Martin X. Shields One of the biggest issues facing retirees is longevity and the potential of outliving their assets.  Many individuals in their 60s never seem to worry about living past their 80s but as the chart below indicates, for a couple who are both 65 today there is almost a 50% chance…

Written by: Stacy E. Akaka, CDFATM Many women, often reluctantly, either through divorce or death of a spouse, find themselves the sole financial decision maker in their homes.  Other times, women choose to stay single.  According to statistics from the National Center for Women and Retirement, 9 out of 10 women will be the sole financial…

As the old saying goes, the longer the winter, the sweeter the spring.  A statement that is particularly relevant after this recent winter.  The challenging winter weather aligns with a challenging quarter in the markets, especially when compared to the 1st quarter performance over the previous four years.  There is reason to hope that spring…

Written by-Ryan Bouchey,  CFP®, CPA As an investor there are an endless number of investment options at your disposal whether it’s through a broker, your advisor or if you are investing on your own.  Over the past 20 years, for many investors, their primary investment vehicle has been mutual funds and according to the Investment…