News

Quarterly Client Letter – Q2 2018

During the second quarter the threat of tariffs and a potential “trade war” stole center stage while simultaneously throwing cold water on an economy heated by the new tax bill and increased government spending.

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Cross Items Off Your Back To School List With These Tips

Need some help with that back to school budget? Check out Jill’s latest tips on NerdWallet.

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How To Talk Retirement With Your Spouse

Having trouble starting the conversation about retirement with your spouse? Check out Jill’s latest article published on Forbes.

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Quarterly Client Letter – Q1 2018

The market engaged in a lock step game of tug-of-war between the bulls and the bears in the first quarter as two powerful, diametrically opposed forces competed for supremacy.

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SUSTAINABLE INVESTING: DOING WELL AND DOING GOOD

We believe in nurturing the kind of financial wellbeing that promotes a more fulfilling life as a whole. That’s where sustainable investing comes in and why we have created our sustainable portfolio.

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Currents Winter 2018

Please see our Winter 2018 Currents Newsletter!

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How to retire happy and comfortably – Business Insider

See what Jill had to say at Business Insider on how to plan for a happy retirement!

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Quarterly Client Letter – Q4 2017

Unequivocally, 2017 was a year of high uncertainty filled with volatile headlines. Daily breaking geopolitical news stories, nuclear saber rattling with North Korea and months of coverage of natural disasters contributed to the impression of a world on edge. In stark contrast, Wall Street largely shrugged off the news as markets were among the least volatile on record.

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MarketWatch Series

Jill Fopiano talks to MarketWatch about retirement gifts that make a difference.

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