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  • When Adult Children Move Back Home

    When Adult Children Move Back Home

    The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing costs, inflation, and mounting student debt, this arrangement can provide a much-needed safety net for the child, but it can also create challenges for the household. The following tips can…

  • 5 Financial Misconceptions About Retirement

    5 Financial Misconceptions About Retirement

    Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and how to avoid them. 1. “I’ll Spend Less in Retirement” Many people believe their expenses will…

  • Don’t Let Comfort Cost You: Status Quo Bias

    Don’t Let Comfort Cost You: Status Quo Bias

    Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding…

  • 5 Estate Planning Considerations

    5 Estate Planning Considerations

    Creating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will…

  • Forward Focus: Positioning Portfolios for 2025

    Forward Focus: Positioning Portfolios for 2025

  • Stay on Course: Prepare to Steer Through Volatility

    Stay on Course: Prepare to Steer Through Volatility

    Read how to insulate portfolios from market dislocations and identify less-obvious investments in mega-themes. Plus insights on how elections impact markets.

  • Optimal Diversification: Navigating 2024’s Investment Risks and Opportunities

    Optimal Diversification: Navigating 2024’s Investment Risks and Opportunities

    Welcome to &Partners’ inaugural market outlook. As a firm built by and for advisors, our overriding goal is for clients to receive advice done well — and that mission demands thoughtful, forward-looking analysis and perspective

  • Instilling Financial Values in Your Family

    Instilling Financial Values in Your Family

    To help ensure a smooth transition of wealth, it is important to consider the values you wish to impart that can help prepare heirs to manage their wealth and inheritance responsibly while carrying on your family’s financial legacy.  Consider these steps to instill your financial principles in your family.   Get Clear About What Your Values…

  • 10 Questions to Ask When Relocating in Retirement

    10 Questions to Ask When Relocating in Retirement

    Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t…

  • Are You Prepared for a Long Retirement?

    Are You Prepared for a Long Retirement?

    The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…

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