Inheriting an investment portfolio can be both a financial windfall and an emotional challenge...

That place might be your cottage, summer home, cabin, or camp. If you want to pass the property onto family members...

We recently were hired as investment advisers by a couple with passionate ideas about what they wanted their money...

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

In 30 years as a financial advisor, I have been asked some very good questions by families and institutions.

As I paced the office struggling to come up with a thought provoking topic for this month, I spied the current issue of Downeast Magazine...

When I sit down with clients in our office, we often spend time discussing how they intend to use their money to live their life and accomplish their goals.

If you drove a car to Boston prior to the invention of the GPS (Global Positioning System) you can probably recount horror stories of missing turns...

On my very first ride on a mountain bike a couple of years ago, my brand-new bike made it to the bottom of the first steep hill before I did!!

If you’ve kept an eye on your 401k or IRA statements over the past two years, there’s a good chance you’ve seen your balance grow.

As the end of the year approaches, set aside some time to revisit your goals and reflect upon your financial plans while looking forward to the future.

With the U.S stock market experiencing its first significant correction in a couple of years...

Adults in their 40s and 50s are increasingly becoming known as the sandwich generation as they are often trapped...

The team at Waterville’s Golden Pond Wealth Management knows how to help clients invest with an eye towards social impact.

As the end of the year approaches, set aside some time to revisit your goals and reflect upon your financial plans while looking forward to the future.

That place might be your cottage, summer home, cabin, or camp. If you want to pass the property onto family members...

If you followed the stock market in 2020, you know that it was a rollercoaster ride. The market’s initial reaction to COVID-19 was swift and dramatic...

After nearly a decade of above average returns in the stock market, volatility and the first major correction in years have made many investors fearful...

Higher education is one of the biggest expenses families face, and tuition costs are not expected to drop any time soon.

Good financial planning starts with setting goals. Sometimes those goals change or evolve and sometimes we discard them altogether.

As I paced the office struggling to come up with a thought provoking topic for this month, I spied the current issue of Downeast Magazine...

With the bull market in U.S. stocks reaching its 5 year anniversary and most companies trading at multiples of current earnings...

You are retired and financially secure, but you worry about your child, grandchild, or family friend with a disability.

In most families, there is very little discussion of money and finances. In most schools, from pre-k through high school and college...

You are retired and financially secure, but you worry about your child, grandchild, or family friend with a disability.

Receiving a year-end bonus is far from a universal experience. However, many people end up with a little extra cash around the holidays.

Whether it is gifting to family or to a charity, the first question is, what is the purpose? Are there strings attached to the gift?