Leave NJ or Stay? The Math of Retiring in the Garden State

The average annual property tax bill in New Jersey recently topped $10,000, much higher than the national average. In 2026, tax law changes are expected to take effect that could impact income,...

The Investment Committee webinars are intended for all listeners who are interested in our take on the markets—but we promise it's not your typical financial update! Join the friendly faces of...

By Jordan Kaufman It feels like we blinked and it is already 2026! 2025 was a great year for both stocks and bonds. Often investors start asking, “Okay, what’s the catch?” It...

I hope everyone had a wonderful Thanksgiving! In our house, the transition from turkey leftovers to holiday chaos happened in record time. My 10-year-old is already negotiating her "wish list" with...

The Investment Committee webinars are intended for all listeners who are interested in our take on the markets—but we promise it's not your typical financial update! Join the friendly faces of...

AI Bubble ...

Living in the Northeast, I can’t tell you how many times I’ve been shocked by the warm temps. 80 degrees in September and October?! Don’t get me wrong, I’m not complaining, but...

Are you confident in your investment strategy? Could your money be working harder for you? Too many investors are stuck in outdated strategies, paying unnecessary fees, and missing out on real...

The college admissions process has never been more competitive—or more confusing. From skyrocketing tuition costs to shifting admission requirements and the growing role of financial aid...

The Investment Committee webinars are intended for all listeners who are interested in our take on the markets—but we promise it’s not your typical financial update! Join the friendly faces of...