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Forbes

Boston financial advisorBuilding WealthChoosing a financial advisorFinancial PlanningForbesInvesting

You’d Hire a Pro for a Home Renovation, So Why ‘DIY’ with Your Life Savings?

If you have ever hired a contractor, you likely have firsthand experience with how important it is to find the right professional–and just how hard that task can be. In any situation, when you don't know enough about a subject to ask the right questions or completely consider all the…
Kristin McKenna
May 8, 2019
Asset ManagementForbesInvestingInvesting During a CrisisManaging RiskRetirement Planning

How the Timing of a Stock Market Crash Can Impact a Retirement Plan

There's plenty for investors to worry about when their financial livelihood is on the line. When planning for major financial decisions such as retirement, individuals often focus on the severity of a market downturn, underestimating the impact that timing and cash flows can have on their portfolio. The sequence of…
Kristin McKenna
January 24, 2019