Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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Understanding CFP, CFA, ChFC, and PFS Credentials in 2026
Choosing a financial advisor means placing significant trust in someone to help guide decisions that can shape your financial future. As you evaluate potential advisors, you may encounter a range of professional credentials, such as CFP®, CFA®, ChFC®, and PFS™, for example, that can make it difficult to understand what distinguishes one designation from another.These…
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Protecting Your Wealth from a Growing Wire Fraud Threat
Fraudsters are always refining their tactics. One method that has become especially concerning for high-net-worth individuals and families is a sophisticated form of wire fraud. It combines two things that would typically make a request feel trustworthy — a familiar voice or face and a second person seemingly confirming the story — and fabricates both….
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Helping Without Hurting: The Delicate Balance of Financially Supporting Adult Children
Traditionally for young adults, graduating from college signals new beginnings and financial freedom. This is the time when many young people start their careers, begin managing their own bills and eventually become financially independent enough to move out of their parents’ homes. However, as the cost of living continues to rise, these milestones are being…
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Open Enrollment Season: Making the Most of Your Benefits
Open enrollment is an opportunity to take a fresh look at your workplace benefits and consider whether your elections still align with your needs and financial goals. While it may be tempting to simply carry over last year’s choices, changes to your health, family, finances and risk comfort can all impact how you choose your…
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How to Choose a Financial Advisor: 10 Questions to Ask Before Hiring
Choosing a financial advisor can shape how you make decisions about your wealth for years to come. But comparing advisors is not always straightforward. Titles can overlap, fee structures vary, and different firms may offer very different levels of planning and support. Asking the right questions can help you better understand how an advisor works,…
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More Than Money: The Power of Purposeful Decisions
Our September Signature Women conversation focused on how women can harness their financial influence to create lasting change. Attendees heard from Haleh Moddasser, HTSW Wealth Advisor and Managing Director, and Kristin Reynolds, Partner and Practice Group Director at NEPC, who shared their perspectives on leadership, philanthropy, and the growing role women play in shaping outcomes…
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New to Medicare? Here’s What You Need to Know
Ask yourself these six crucial questions when enrolling in Medicare for the first time If you’re nearing 65, the age of eligibility to enroll in Medicare, you’ve probably begun to think about switching to the federal health insurance program from your current plan. The government’s annual guidebook Medicare & You is a great resource, but…
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Moe’s Market Memo – October 2, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Senior Investment Consultant Inflation Cools, Fed Waits On Wednesday, the Federal Reserve’s preferred inflation measure came in softer than expected in August, with core PCE rising 3.0% year over year and headline inflation reaching 3.4%, both below consensus forecasts. While inflation remains above the…
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Life After Divorce May Mean Rethinking Your Retirement Plans
Divorce can reshape nearly every part of your life, but when it happens later in life, the transition can feel particularly significant. You may have spent decades building a life with your spouse and imagining what the years ahead would look like together. Retirement plans, where you would live, how you would spend your time…
