andpartners

  • Rapid Response on Iran escalation

    Rapid Response on Iran escalation

    Following U.S. military strikes on Iran, our investment team outlines three key investment implications.

  • Rapid Response on tariff ruling

    Rapid Response on tariff ruling

    Following the U.S. Supreme Court’s tariff ruling, here’s how our investment team is assessing the market implications.

  • The Real Cost of Market Timing

    The Real Cost of Market Timing

    Every investor has felt it. That nagging voice saying “maybe I should wait” when markets are high, or “maybe I should get out” when headlines turn dark. It feels like common sense to buy low and sell high. But here’s the problem: by the time you know whether the market is actually high or low,…

  • Why Learning a Language After 60 Makes Perfect Sense

    Why Learning a Language After 60 Makes Perfect Sense

    Your brain doesn’t retire when you do. In fact, it’s wired to keep learning, and few hobbies satisfy that need like picking up a new language. Whether you’re planning a trip to another country, reconnecting with family heritage, or simply want a challenge that feels meaningful, language learning offers something inherently valuable. Start With Why…

  • Retirement is About Experiences, Not Purchases

    Retirement is About Experiences, Not Purchases

    Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time – and money – it’s easy to default to things we can buy. Here’s another way to think about it: How can…

  • 5 Common Money Arguments

    5 Common Money Arguments

    Money can be a sensitive topic for couples—even those who typically communicate well. Over the years, we’ve observed a variety of financial disagreements and we’ve noticed a few common themes. Understanding these frequent arguments can help you navigate your financial relationship with greater ease and harmony. 1. Supporting Adult Children It’s natural to want the…

  • The Pros and Cons of Investing in High-End Watches

    The Pros and Cons of Investing in High-End Watches

    Luxury watches have long been a status symbol, but in recent years, they’ve also become a popular investment. While some collectors have made impressive returns, smart investing takes patience, research, and a clear strategy. Let’s look at some of the pros and cons of investing in watches.  Pro: Strong Potential for Value Growth Luxury watches…

  • How Do ETFs Work?

    How Do ETFs Work?

    Exchange-Traded Funds (ETFs) can offer a great mix of diversification, flexibility, and cost efficiency. Used by both institutional and individual investors, they have become a staple in portfolios, blending the best aspects of stocks and mutual funds to create a powerful investment vehicle. But what exactly are ETFs, and how do they work? 1. ETFs…

  • Tax Quick Reference Guide

    Tax Quick Reference Guide

    TaxConsiderations-Feb2025Download

  • Defining Your Money Values

    Defining Your Money Values

    Understanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve as a foundation for making consistent, purpose-driven choices, while reducing financial stress and potential arguments.  For instance, prioritizing education might mean setting aside funds for college rather than opting for an…

Broker Check Logo