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Financial Outlook

Filtering the Noise

I have an old-ish pair of noise-cancelling headphones, and to my untrained ear, they sound like they filter the noise by just making a low humming sound in the background. They remind me of the media right…

Financial Planning

What Should We Do?

We’re seeing the question of “What should we do?” pop up in relation to all manner of issues, from the run on toilet paper and hand sanitizer, to business contraction from the shut down on public spaces, and of course, the decline in markets. In this post, we’ll offer some concrete ideas on what we should do, and what we shouldn’t do, considering what’s happening around us.??

Financial Outlook

What’s Next?

As a follow up to our last post, I thought we’d offer some perspective on what’s next for markets because we’re seeing a lot of half-baked messages on the internet. As I type, the US stock market is down 8% on the day, and I’m seeing weather forecasters and bartenders offering investment advice to people asking what they should do. What’s next for markets is anybody’s guess. What’s next for you is entirely within your control.?

Wealth Preservation

Are You Hedged?

Yes, I know. It’s been a while. We’ve been busy hedging. Are you hedged?

Wealth Preservation

There Is a Season

Summers here in Vermont are about as good as it gets. After a particularly long and snowy winter, we bask in the glow of glorious sunsets, warm but not (usually) boiling temperatures, and creamees. (That’s…

Financial Planning

The Miracle Cure

We all know there really is no miracle cure – for anything. I do actually believe miracles happen. But not the ones we often hope for regarding illnesses we or our loved ones contract, and even less so for the financial worries we carry around. I’m going to give it to you straight: there is no miracle cure for our financial worries, but there is a very simple solution.

Financial Planning

School Days

It’s that time of year: the kids are sad, and the moms are glad. Again. The sweet Vermont summer is over and school’s back in. We find this transition gets a lot of parents thinking about how they’re going to pay for their kid’s college education.

Retirement

Top Ten Retirement Tips

The internet loves a list, so here you go, our top ten list, in order of priority. Sort of.

Taxes

7 Questions to Ask Yourself Now for 2019 Tax Prep

August is a jewel of a month in Vermont. While most would argue there isn’t a bad summer month to experience here, August is particularly sweet. It’s also “vacation month,” and there’s no place better to enjoy the lazy days of summer than by Lake Champlain. Another great thing about August? It’s the perfect time to start prepping your taxes.

Financial Outlook

Pushing the River

Recently, a close friend told me she felt like she was trying to push the river. It was the first and only time I can recall anyone using the term, and it has stuck with me since. It comes to mind when I hear people talk about protectionist policies intended to stem globalism and close borders.

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