March 24, 2020 Update: Perspectives on Recent Market Volatility
A Message for Our Clients: I recognize that people are anxious and that the Wall Street “ride” continues to be bumpy in...
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March 19, 2020 Update: Why You Shouldn’t Sell at Other People’s Prices
A Message for Our Clients: These are trying, even unnerving times. And, it’s understandable if you might feel anxious...
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March 12, 2020 Update: Perspectives on Global Market Volatility and Economic Uncertainty
We understand how frightening the news has been lately regarding health, safety and economic conditions across the globe...
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Exchange Traded Funds vs. Mutual Funds: What’s the Difference?
By Paul Hynes, CFP® February 2020 Both Exchange Traded Funds (ETFs) and mutual funds are a type of investment structured...
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5 Things You Should Know About the SECURE Act
By Paul Hynes, CFP® January 2020 The SECURE Act of 2019 passed with bi-partisan support and was signed into law by...
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5 Less-Obvious Things to Do Before Year-End
By Paul Hynes, CFP® December 2019 As we approach 2020, it’s important to be aware of both the obvious and less-obvious...
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A Financial Wedding Registry
By Paul Hynes, CFP® October 2019 Marriage is a major life event. If you’re getting married, things are not only about to...
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Parents: How to Prepare for Your Teen Turning 18
By Paul Hynes, CFP® September 2019 What a difference a year makes. When your teen turns 18, in the eyes of the law, they...
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HearthStone's Road to Independence
By Paul Hynes, CFP® July 2019 In 1776 the fledgling U.S. Congress adopted the Declaration of Independence to proclaim...
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Required Minimum Distributions—Pay up! Or Don’t.
By Paul Hynes, CFP® June 2019 You're retired, enjoying the freedom, and living the life. If you've also reached the ripe...
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How Should I Coordinate My Benefits Decision With My Spouse?
By Paul Hynes, CFP® April 2019 (This is Part 3 of a series on when and how to claim your Social Security benefits.) You...
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Why Take My Social Security Benefits Early?
By Paul Hynes, CFP® March 2019 (This is Part 2 of a series on timing the start of your Social Security benefits.) You’ve...
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