Blog Archives

What Will Home Prices Do During Today’s High Inflation?

Much of the economy is in flux at the moment, so it’s difficult to find a trend that’s reliable. Stocks have put together several downtrends, interrupted by strong rallies. Interest rates have generally gone up, but this week, rates fell. … Continue reading

When and How to Talk to Your Advisor About Changing Your Investment Objective

Every once in a while, life throws a curve ball. You’ve set up your investment portfolio in partnership with your advisor, and suddenly, it doesn’t seem like it works for you any longer. Maybe the value is declining even when … Continue reading

ESG Part II: Why it’s So Hard

Finally, with Covid fading, and the markets settling, we can return to our ESG series. The last installment in this series was over a year ago, when we introduced the topic and mentioned that we would be looking at specific … Continue reading

What to Do about Robo Phone Calls

Spam calls are epidemic these days. Not even being on a ‘do not call’ list helps any longer. So what are some of the common scams and what can you do about them? Common spam calls include: You are entitled … Continue reading

How to Choose a Personal Representative

We recently worked with a client who asked us how she should choose her personal representative. The PR carries out instructions in a will. (An executor is for all intents and purposes identical to a PR.) We realized that this … Continue reading