SRI, ESG, or Impact Investing: How to decide which is best for you
By whatever its name, the options for putting your money where your personal values are have never been greater. But the array of terms can be overwhelming. Whether you are just beginning as an investor or have been investing for years, a recap of your choices can be useful to make sure you aren’t simply chasing after the latest shiny object — or missing... Read More
How to Thrive During Volatile Markets (Lakeside Chats 9-30-20)
We discussed how to thrive during volatile markets to help you better understand what’s happening and what the future could hold. Read More
Financial Elder Abuse (Lakeside Chats 9-8-20)
Our guest hosts, Attorney Heather West and Doctor Kasey Stewart, joined us this week to discuss financial elder abuse this week at our Lakeside Chat. Read More
Social Security (Lakeside Chats 9-1-20)
We revisited a topic of high interest, Social Security. Our host will be Matt Sperazzo. Matt is an External Business Consultant with John Hancock Investments and has been with the company for 13 years. Matt also has his NSSA designation through the National Social Security Advisors Association. Read More
Looking Beyond Your Student Loans: What Young Professionals Need to Know
Imagine you have been out in the work world for nearly a decade and are doing well in your career. As your salary increased, you prioritized reducing your student debt by increasing your student loan payments each year. Suddenly, you realize your short-term future includes what once seemed nearly impossible — in a year or so your student loans will be paid... Read More
LPL Research Midyear Outlook 2020: The Trail to Recovery (Lakeside Chats 7-29-20)
We're presenting LPL ResearchMidyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section. Read More
Making Homemade Ice Cream (Lakeside Chats 7-22-20)
We are already in the midst of summer – it’s hard to believe! Since it was National Ice Cream Day on July 19th, we figured we would have a little fun and make some ourselves! Read More
Basics of Trust and Estate Planning (Lakeside Chats 7-9-20)
Ever wonder about the difference between a revocable trust and an irrevocable trust? Or do you have questions about estate planning (and what that even means)? If yes, then you’ll be happy to know that our next Lakeside Chat covers the Basics of Trust Planning/Estate Planning. Our guest host will be Heather West from the Rural Law Center of New York. Read More