Festive Lights & Financial Planners in Connecticut
The holidays are supposed to be a time for cheer and relaxation, but for many affluent investors, they can also be a time of stress. Between trying to find the perfect gifts and spending time with family, it can be hard to focus on your financial life in general, much less your investments. That’s where wealth management comes in: The right professional can help you relax more—by taking care of your investments for you. While you recharge, mentally and physically, […]
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Date: December 13, 2022
It’s Tax-Loss Harvest Season
Happy Thanksgiving! I hope your holiday is meaningful, safe and happy. However—with an appreciation for the beloved November holiday—there is another, less celebrated time that we can recognize this year, as well. It is not just harvest season; it’s tax-loss harvest season. In times when even the affluent can be at risk of losing wealth to inflation, that’s a good thing. This article explains these topics: Tax-loss harvesting: what is it & how does it work? Even the affluent need […]
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Date: November 21, 2022
Is Your Financial Advisor Overcharging You?
As you get older, it’s important to have a financial plan in place. This can help to make sure your golden years are secure and comfortable—and for most people, that means hiring a wealth manager. However, with so many options on the market, it can be difficult to know whether your financial advisor is really making the best decisions for your money over the long term. If you’re concerned that you might be getting overcharged, there are some signs to […]
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Date: September 19, 2022
