Susan Powers, CFA, CFP®, CPA, CPFA |

Why "Time in the Market" is Your Most Valuable Asset in 2026

For many individuals reaching age 65 this year, the instinct to protect a lifetime of savings is at

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Patrick R. Cote CFA, CFP® |
I recently had a great reminder of why I really love serving in wealth management.  I was chatting with a client and I let her know that she and her husband
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Kate Hennessy CFP® |
Do you participate in an employer-sponsored 401k Plan and are over 50 years old? Catch-up contributions are additional contributions that employees 50 years
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Kate Hennessy CFP® |

Today there are many opportunities to help a child invest for their future, and to teach a child about the importance of saving. While savings accounts still

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