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
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
BY: SUSAN POWERS
I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women investors
BY: KATE HENNESSY, CFP®
Just like your favorite ice cream, debt comes in a variety of flavors – student loans, credit cards, and mortgages are just a few that
BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA®
Are you one of many small business owners who finds that business has never been better? After facing periods of
BY: Pat Cote, CFA, CFP®
The pandemic has had a terrible impact on many people from both a health and a financial perspective. However, a significant number of
It’s that time of year again! While we are in the midst of enjoying the holiday season, the last thing many of us want to do is to think about taxes and
BY: Pat Cote, CFA, CFP®
The fastest growing retirement plans are a type many people have not heard of, CB (cash balance) and DB (defined benefit) plans. They
BY: KATE HENNESSY, CFP®
BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA
Finding time
9/07/2021 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School