North River Wealth - 2Q 2024 Market Update
Read what happened in markets in the last quarter and our take on markets, the economy, and the election going forward.
Mid-Year Financial Check-Up: Key Areas to Evaluate
As we reach the halfway point of the year, it's an excellent time to conduct a mid-year financial check-up. We recommend focusing on four critical areas: tax planning, retirement plan contributions and allocation, insurance evaluation and beneficiary and estate plan updates.
After the Death of a Loved One
The loss of a loved one is one of the most emotionally challenging times in life. Unfortunately, navigating the ins and outs of financial matters for your loved ones can also be overwhelming. Here is a guide to help get you started.
Why Do We Favor Index Funds?
No one can predict the market, and if you can’t predict the market, why would you try to pick stocks or funds that you “think” will do better? You can’t control investment performance, but you can control fees and your investment allocation. To us, it’s important to focus on what we can control.