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Managing Market Volatility and Tech Noise
Recent headlines have zeroed in on the sharp pullback in SpaceX shares following an exceptionally strong IPO debut. When markets get choppy, it's tempting to react to headlines or make moves based on short-term price swings. Instead, we encourage clients to anchor to a few core principles.

Michelle Muhammed
Aug 113 min read


Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal preparations for the future with them. Your financial situation can include your sources of income, how you pay your bills, the passwords you use to access your financial information, where your accounts are kept online, and who makes up your tea

Michelle Muhammed
Nov 24, 202511 min read


Clients & Prospects: The True Costs of Caring for Aging Parents
The $290,000 Reality Check Every Family Needs to See As families gather for the holidays, there's a conversation many are avoiding, but shouldn't. The numbers around caring for aging parents have shifted dramatically, and the financial implications are hard to ignore. Quick Facts That Might Shock You: 1 in 4 Americans is now a caregiver (63 million peopleāup 45 percent in just 10 years) 1 Round-the-clock home care now costs nearly $290,000 annually 2 23 percent of caregivers

Michelle Muhammed
Nov 14, 20253 min read
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