Understanding Inflation

Understanding Inflation

Understanding Inflation Reading Time: 8 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Monetary economists define inflation as too much money chasing a fixed basket of goods. What does inflation mean to you? Chances are, you think of “inflation” as...
Tax Strategies in Retirement

Tax Strategies in Retirement

Tax Strategies in Retirement Reading Time: 9 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist A few years ago, my father’s wealth advisor retired, selling his practice to a younger advisor. Aspects of the service to my father changed. For example, no...
Should I Invest Differently When I Retire?

Should I Invest Differently When I Retire?

Should I Invest Differently When I Retire? Reading Time: 8 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist As we approach retirement, we downshift the riskiness of our investment strategies. Without the prospect of saving more as a possibility,...