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2022 Market Recap
Reading Time: 3 minutesHappy New Year! In this newsletter we are going to recap 2022 economic news and highlight the most salient themes for investors. Let’s start with a ...
I’m retired. Can I still get a mortgage?
Reading Time: 6 minutesIt’s very common for us to get questioned about whether or not a retiree can get a mortgage. Some retired people feel stuck; they want to ...
December newsletter
Reading Time: < 1 minuteHappy holidays and please enjoy our final newsletter of the year!
Are Treasury Bills the safe asset of 2023?
Reading Time: 3 minutesMarkets are volatile, inflation hasn’t gone away, and geopolitical instability is still a “thing.” Is there a safe asset where you can park your money? Let’s ...
Charitable Giving in a Down Market
Reading Time: < 1 minuteThis month we seem to be getting a great deal of questions about giving to charity in a down market, and we’ve answered them in ...
A guide to retirement for private practice psychiatrists
Reading Time: 4 minutesAs a private practice psychiatrist, you wear many hats: you’re a physician, a counselor, a business owner, and a person who goes home and goes to ...
What’s the deal with the Merck 401k plan?
Reading Time: 5 minutesMerck, headquartered in Rahway, New Jersey, is a popular employer for many residents of the Garden State. As part of our blog series on retirement in ...
October newsletter: Will inflation ever end?
Reading Time: < 1 minuteHere are the most common questions we were asked last month. If you’d like us to answer your questions in next month’s newsletter, please send ...