Get an Early Start

By: Kate Hennessy

This time of year, it’s hard not to think about college.  From young adults packing up their cars to Saturday football games, college is in the air.  In this month’s newsletter are two articles about saving for college, one from the perspective of a parent whose children are one to three years out from starting college, and the second from a parent who is six to nine years out from beginning college.

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3 Ways to Save Money

By: Susan Powers

Looking for fresh ways to save money so that you can live life on your own terms?  Did you know that:

  • 21% of self-storage units are rented for 3-10 years, a cumulative cost of $7,000 to $23,000
  • Most people underestimate how much they spend on subscriptions by $1,600 a year


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Addressing Dementia: How to detect, evaluate and approach suspected cognitive impairment

By: Jennifer Pilcher, Ph.D., CMC

Talking about dementia can be hard and scary. However, learning about the common symptoms, the difference between dementia and normal aging, and what you can do if you get a diagnosis of dementia can help to alleviate fear and help you be more prepared to address this issue for yourself, a client or a family member.

What is the difference between normal aging and dementia?

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Strategies for Aging Well

By: Rebecca Wild-Wesley, RN, MA, CMC

There is no time like the present to develop your strategy for Aging Well. Being intentional about planning for where and how you want to spend your later years will reward you with confidence about your future.

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The Great Reshuffle

By: Susan Powers, CFA, CPA, CFP®, CPFA

Millions of Americans are taking a step back and rethinking their work lives amid the “Great Resignation”, more recently termed the “Great Reshuffle”, as they seek remote options, flexible work hours and life beyond work.  Are you among those considering a change?  What else should you consider before taking the plunge?


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Do The Old Rules Now Apply Again?

By: Patrick R. Cote CFA, CFP®

“The rules no longer apply.”  Spring 2020 – As the Covid pandemic took off, I found myself repeating this phrase with my teenage sons, as they were shocked to see many of the activities and organizations they knew shut down or shifted to virtual meetings.  The investment world also went through a lot of upheaval during the pandemic, with the overall decline, the quick turnaround, the rise and fall of tech stocks and the large increase in commodity prices.

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May 2022 Partners Meeting

We hope this note finds you all well. Spring has sprung in many parts of the country, and tulips and daffodils are providing a pop of color after a cold winter.
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March Madness and the 60/40 Portfolio

By: Kate Hennessy, CFP®

So, which was born first?  The March Madness tournament or the “60/40 Portfolio?”  The legendary 60/40 portfolio dates back to 1926, and through 2021 had enjoyed a nice steady average annualized return 9.1%. For you basketball fanatics, the March Madness tournament was born 13 years later on March 17, 1939 and was the idea of Ohio State head coach Howard Olsen.

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Rates, Inflation, Covid & Ukraine

By: Patrick R. Cote CFA, CFP®

What the heck is going on with interest rates?  You might have noticed that after years of being extremely low, they started to creep up in 2022 but then just took a big drop back again over the last couple of weeks.  What does it all mean, and how does it impact you?

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I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women investors and the importance of aligning your investments with your goals.

The audience was diverse: single, married, small business owners, contractors working from home and retirees.  Their perspectives and questions were equally diverse.

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