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Past Commentary & Articles

Wise Women
January 23, 2026
Finding Your Inner CFO After Divorce, rebuilding-financial-confidence-after-divorce-new-york-professionals

Navigating the complex interplay of investments, debt, and child support obligations can be daunting. Discover how to effectively manage these financial components to help build a secure future for yourself and your children.

Article
January 20, 2026
Tree Roots

Recent tariff shifts have fueled sharp swings across global markets, triggering renewed bouts of volatility. Investor sentiment has been unsettled as policy uncertainty and shifting trade dynamics.

Article
January 16, 2026
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Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.

Article
January 16, 2026
Tax Filings after Death, flowers at a funeral

Losing a loved one is overwhelming, and managing their estate adds complexity. Executors, trustees, or personal representatives must handle final expenses, legal filings, and tax requirements. Understanding necessary tax returns, including individual, estate, and trust filings, helps ensure compliance during this challenging time.

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