Investing in a bear market
A diversified portfolio and knowing there are still opportunities can help weather the storm
Finance
Why depositors continue to show confidence in New Hampshire banks
Community banks, like the 19 in New Hampshire, tie their success to the success of the communities they operate in
We can’t wait to fix Social Security
The U.S. is running out of road to kick the can down
There’s a zone of opportunity after an unsuccessful 1031 exchange
Qualified Opportunity Zones provide another way for investors to defer taxes
Love your accountant
Why you should never take tax experts’ knowledge and advice for granted
How to position your personal finances amid rising interest rates, inflation
Ex-credit union CEO offers advice on weathering economic turbulence
CPAs help navigate state and federal tax changes
CPAs walk businesses through significant changes at tax time with advice on how to proceed
What impact might inflation have on your portfolio?
Wilmington Trust’s 2023 Capital Markets Forecast: Inflationary Vortex and Investment Road Map
Key points to consider as you approach retirement
Are you and your spouse on the same page?
Achieving ‘old money’ status on $50,000 a year
“Old money” is a look, a feel. An understated confidence. Image is everything, and maintaining that image is what I want to talk about. My goal is to continue to cultivate a world where “old money” principles can be taught,…
