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  • Stay on Course: Prepare to Steer Through Volatility

    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.

  • Optimal Diversification: Navigating 2024’s Investment Risks and Opportunities

    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 — and that mission demands thoughtful, forward-looking analysis and perspective

  • Are You Prepared for a 30 Year Retirement?

    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. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…

  • 10 Questions to Ask When Relocating in Retirement

    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 retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t…

  • Instilling Financial Values in Your Family

    Instilling Financial Values in Your Family

    To help ensure a smooth transition of wealth, it is important to consider the values you wish to impart that can help prepare heirs to manage their wealth and inheritance responsibly while carrying on your family’s financial legacy.  Consider these steps to instill your financial principles in your family.   Get Clear About What Your Values…

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