Take a Retirement Test Drive Published by Andrew D. Masson on Nov 15, 2024 When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is... Read more
Social Media’s Impact on Your Money Mindset Published by Andrew D. Masson on Oct 29, 2024 There are a variety of viewpoints on how social media influences our society - both good and bad. After all, some people are spending hours a day on these platforms, and we need to be aware of their impact. From our vantage point as investment and we... Read more
Having the “Money Talk” with Aging Parents Published by Andrew D. Masson on Oct 16, 2024 Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and even conflicts down the road.... Read more
Investing 101: Compound Interest Published by Andrew D. Masson on Sep 26, 2024 Compound interest might sound complex, but it's actually based on a very simple principle: earning interest on your interest. What's magical about compound interest is how it accelerates over time too. Initially, the increases may seem small, but ove... Read more
Are You Following the Financial Herd? Published by Andrew D. Masson on Sep 18, 2024 Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one's best interest. When it comes to finances, it can have significant implications for your investments and retirement planning.... Read more
Why Do We Worry About Money? Published by Andrew D. Masson on Aug 28, 2024 It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn't alleviate every fear, insecurity, or concern. These fears run deep, often stemming... Read more
Do You Need a Family Financial Summit? Published by Andrew D. Masson on May 30, 2024 A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.... Read more
The Value of Financial Advice Published by Andrew D. Masson on May 15, 2024 There's growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as "Advisor Alpha," has been championed by Vanguard and does a great job illustrating the many hats a financial... Read more
How a Financial Advisor Can Help Lower Your Tax Bill Published by Andrew D. Masson on Apr 29, 2024 Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with more complicated returns. Careful planning can help minimize your tax liability leavi... Read more
The Never-ending Pursuit of Money Published by Andrew D. Masson on Apr 15, 2024 What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? The mindset of accumulating wealth is deeply ingrained in most of our psyches. It’s important in the... Read more