Index funds are promoted as low-cost passive investments matched to a market index, but are they really passive without hidden expenses? Read our thoughts!
Blog posts by Jesse Kuusisto, Wealth Manager
The new magic number for retirement
The “magic number” for retirement in the U.S. has risen faster than the inflation rate in recent years. Let’s look at this number and what it means when investing for retirement.
What to know as student loan payments resume
Federal student loan payments are starting up again. Learn what to do next.
Use tax time to organize your finances
Use tax time to get the rest of your finances in order. Work through this checklist to ensure no opportunities are overlooked.
Pay off debt or invest? Factors to consider
A common question for people of all ages and incomes is whether to pay off debt or invest. Let’s explore some factors to help you make the choice.
Mentors’ vision and commitment reflected in my life
In a way, my parents were two sides of a coin. Their influence helped put my sights on what my future could be and gave me the tools to make it happen.
Five financial tips for young adults
Many clients ask what financial tips they should impart to their children or grandchildren. Sharpen your pencils and take note of these five steps.
What’s next as SRI evolves into ESG investing?
ESG is one of the most popular investment trends in finance right now, and China has emerged a new frontier.
Teach Your Child or Grandchild These Five Financial Basics
Imagine an aspiring student athlete attending fourth period economics in an ordinary high school classroom. While others might have looked on Economics as dry, this student found he really liked the study of the world’s markets and how they operated.