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The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …
Mutual Funds or ETFs?  If you’ve been an investor during the last 20 years, you’ve probably heard of Exchange Traded Funds or ETFs. These …
Tax-Loss Harvesting: The basics, the benefits and what investors should consider   Tax-loss harvesting has become an increasingly useful tax management tool for investors, …
When I am not working with clients to better their financial situation, I enjoy spending time in nature.  Being outside clears my head and …
What is up with I Bonds?   If you read or watch any current news about the markets or the economy, you’ve heard that …
Every person deserves a financial advisor or planner who truly knows them and their families and has the time and commitment to maintain that …
As a results of its aggression and actions in Ukraine, Russia has become an international pariah. Part of that impact is that their stock …
If you work with the ReFrame Wealth team, you have likely heard us talk about our philosophy on investment portfolio construction and how our …
The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …
For most people, reviewing a set of comprehensive estate planning documents and updating them can feel like going to the dentist. You don’t like …
A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a …
Nothing’s better than those first few nice days of spring, when you can finally throw open the windows and get some fresh air. (If …
Silicon Valley Bank’s dramatic downfall marked the second-largest bank collapse in U.S. history. As depositors rushed to withdraw their assets, the California Department of …
Mutual Funds or ETFs?  If you’ve been an investor during the last 20 years, you’ve probably heard of Exchange Traded Funds or ETFs. These …

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