Financial Resources
As one of the best financial planners in Long Island, we want to give you the top financial resources to help you expand your horizons as you continue forward in your own individual financial journey. We are dedicated to helping our clients gain peace of mind and confidence at every stage of life, and we believe that this can be accomplished through guidance and the right resources.
In our blog and quarterly market reviews, we offer advice on family financial planning, post-divorce financial planning, financial planning for millennials, life planning, asset management, tax planning services, and more.
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Capturing Time
One of my favorite headlines from The Onion reads: “Thirty-one-year-old Edward Brawley’s plan to get himself an umbrella from a random lost and found took
The Great Real Estate Debate: Public vs. Private
Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations. For example, real
Market Nosedives and Consumer Missteps
I probably don’t need to spend time painting a vivid macroeconomic picture unless you’ve recently been doing your best impression of an ostrich. So, let
The Current State of SPACs
Back in 2020, special purpose acquisition companies, known as SPACs and sometimes referred to as blank-check companies, gained newfound fame among investors. SPACs are investment
Parents’ Lessons in Saving and Spending
By: Meir Statman, Ph.D. Consultant to Avantis Investors “Spend money, but don’t waste it,” my mother said. I learned my first lessons about saving and
Trading Places: The Blip on the Radar That Can Cost Index Fund Investors
This article was provided by Avantis Investors and we have been given permission to share this information with our clients and potential clients. While investors
