Unlocking Knowledge, Empowering Choices
Gain insights, perspectives, and valuable tips from our curated collection of resources to help you make informed financial decisions.
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When Adult Children Move Back Home
The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing…
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5 Financial Misconceptions About Retirement
Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result…
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5 Estate Planning Considerations
Creating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after you’re…
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Don’t Let Comfort Cost You: Status Quo Bias
Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where…
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Stay on Course: Prepare to Steer Through Volatility
Read how to insulate portfolios from market dislocations and identify less-obvious investments in mega-themes. Plus insights on how elections impact markets.
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Optimal Diversification: Navigating 2024’s Investment Risks and Opportunities
Welcome to &Partners’ inaugural market outlook. As a firm built by and for advisors, our overriding goal is for clients to receive advice done well…
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Are You Prepared for a 30 Year Retirement?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.…
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10 Questions to Ask When Relocating in Retirement
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of…