Blog

Since I last wrote about the Patriots and compared their season to the fluctuations of Bull and Bear Markets, there have been some paradigm shifts, and the mantle is turning […]

As a family financial planner who spent many of his formative years working and living in Boston, I’m often approached with questions about the city. Whether it’s about the Celtics, […]

Another year in the books, and oh boy, as I’m just getting used to writing 23’ when dating my checks, I’ll need to reorient to 2024. Admittedly, I still have […]

There are chapters of life we are always hurdling toward, and before we know it, they’re upon us. Now, I’m not an “empty nester” yet; I’ve got at least eight […]

Boy, oh boy, as I’m writing this, the Patriots are having a historically bad season, the likes of which we, as fans, have not seen in over 20 years. Talking […]

Tis the season; the annual year-end mad dash through holidays, shopping sprees, vacation time, and bored children on break is upon us. We kick it off with Thanksgiving this week, […]

Every time Halloween, or as the kids and marketing geniuses call it now, “Spooky Season,” rolls around, we all get a chance for cheap thrills and quick scares from all […]

I often reflect on my early years as a young, eager Boston financial planner and try to extract lessons I learned from experiences to see how they’ve helped me grow […]

Every generation has its own challenges; for young would-be or “would-like-to-be” homeowners today, it’s finding and securing a home. Many of my clients, especially either millennials or Gen Z, are […]

Within the past eight months or so, there’s been so much chatter, conjecture, speculation, optimism, and fear regarding AI tools. The modern AI tools that the public can access, specifically […]