Matthew Shaw

08/11/2022

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

08/05/2022

Ongoing volatility can feel unsettling – even for the most experienced investors. As you continue to stay the course with your personalized financial plan, we can partner and help you make informed decisions.

07/29/2022

Is your teenager interested in investing? Together, we can help your child understand investing by discussing goal setting, building a diversified portfolio, and more.

You can start teaching your kids the basics of investing at any age. From opening an investment account to dabbling in stocks, here’s what you need to know.

07/14/2022

A job change is an ideal time to pause and review your broader financial picture. Let’s connect and evaluate your options.

07/08/2022

In challenging market environments, we can help you navigate your short-term financial needs while remaining focus on your long-term goals.

07/08/2022

Commodities like energy and agriculture have seen big price jumps this year as demand for basic materials rebounds. Let’s discuss whether commodities may be a good alternative investment.

07/01/2022

From residential to commercial to real estate investment trusts, real estate investing has shifted in recent years. Together we can explore the topic of real estate trends.

06/30/2022

Are you still financially supporting your adult child? Let’s review your portfolio and ensure your own financial situation is secure.

On average, parents who financially support grown children give them $1,000 a month for expenses like food, rent, cell phones and car insurance.

06/26/2022

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

06/24/2022

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

06/24/2022

Did you follow the GameStop frenzy in January 2021? Welcome to the world of meme stocks. While the social media buzz is fun to follow, investment in meme stocks may not be appropriate for many long-term strategic investors.

06/22/2022

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.