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Socially responsible, sustainable and ESG (Environmental, Social, Governance) investing are all based upon the goal of investing according to our values. This is a conversation starter. If it appeals to you, we can show you ways to apply your principles to your portfolio.

Many couples don’t foresee the possible financial hit if one partner dies, including the tax crunch sometimes called the “widow’s tax.”

Even with pandemic precautions likely to remain in place for some time and an uncertain recovery, financial advisors and transition experts say there are a number of steps seniors can take to alleviate anxiety and mitigate risks. Plaza's very own Judy Rubin contributed to the Barron's article

In case you are wondering how Presidential elections impact financial markets, take a look at this resource. History shows us that investors should not try to "trade or market time" investments in anticipation of one outcome or the other. As always, if you have questions or worries, please don't hesitate to call.

There are many factors that can impact stock market returns, but one concern of investors today is how the stock market will be impacted by a major epidemic or outbreak. Below we look at the historical performance of the S&P 500 Index during several epidemics over the past 40 years. We believe looking at the market’s overall resiliency through several major epidemics...

2019 gave us plenty to celebrate in the financial markets with higher stock prices and lower interest rates. Given the political and geopolitical turmoil in the news, it’s hard to imagine such smooth sailing and repeated results in 2020. Our team will continue to focus on helping you reach your goals with financial planning, behavioral coaching and tax efficient investment management....