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How Concierge Medicine Can Benefit Business Owners

How Concierge Medicine Can Benefit Business Owners

As a business owner, a big part of your success relies on you remaining physically and cognitively healthy. Your company probably runs most effectively when you’re actively involved. In addition to exercising, eating right and managing stress, have you considered…

Rising Interest Rates And Their Impact On Bond Portfolios

Rising Interest Rates and their Impact on Bond Portfolios

With the Federal Reserve in the process of raising the federal funds rate, the rate at which banks lend reserve balances to other banks on an overnight basis, some investors may be concerned about its impact on their bond portfolios.…

Dealing With A Concentrated Position In Your Company Stock

Dealing with a Concentrated Position in Your Company Stock

Corporate stock: accumulation over time This past year my wife and I welcomed twins — our first children — into our family.  In the months leading up to their births and the following year, we’d collected a wide variety of…

ESG Investing: Aligning Values With Investing Activities

ESG Investing: Aligning Values with Investing Activities

Today, many investors are asking how they can align their values with their investing activities. ESG investing is a great approach.  What exactly is ESG? ESG stands for “Environmental, Social and Governance.”  Simply put, ESG investing is a way to…

Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

We’ve recently heard from a number of clients who wondered whether they should pay off their mortgages. I tell them that there are a couple of ways to answer this question. One is what I call the “MBA Final Exam”…

How Much Should Investors Respond To A Growing Deficit?

How Much Should Investors Respond to a Growing Deficit?

When asked about growing deficit in the U.S., Ronald Reagan famously quipped, “I am not worried about the deficit.  It is big enough to take care of itself.” Investors are having a less sanguine response to the growing government deficit…

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