Wealth Management

Your Year-End Financial ChecklistSeven aspects of your financial life to review as the year draws to a close.Presented by Gray Equity Management, LLC The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your […]

Volatility Is Not RiskThe two should not be confused.Presented by Gray Equity Management, LLC What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the perception of risk, it should not be confused with volatility. That confusion occurs much too frequently.

Bag Lady SyndromeYou must avoid it. Think about tomorrow, not just today.Presented by Gray Equity Management, LLC No woman wants to end up a “bag lady” – impoverished, out of options, left to fend for herself on the streets. Only a tiny percentage of women from affluent households will experience this retirement nightmare, but that

The A, B, C, & D of MedicareBreaking down the basics & what each part covers.Presented by Gray Equity Management, LLC Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original Medicare. America

Protecting Your Parents From Elder Financial AbuseHow to help your family avoid scams and other fraud.Presented by Gray Equity Management, LLC We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many may think, “it won’t

Doing the right things at the right time may leave you wealthier later. Presented by Gray Equity Management, LLC What can you do to start building wealth before age 35? You know time is your friend and that the earlier you begin saving and investing for the future, the better your financial prospects may become.

Let them know how they will receive retirement assets and insurance benefits.Presented by Gray Equity Management, LLC Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer

You can plan to meet the costs through a variety of methods.Presented by Gray Equity Management, LLC How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. 529 plans. Offered by states and some educational institutions, these

By Martin E. Landry, CFA, CFP, CAIA, CIMA, CIPM, AIFPortfolio ManagerPresented by Gray Equity Management, LLC When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.”  Stock markets around the world rang in the new year with an old-fashioned selloff last week. In the U.S., the S&P