Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...Read More
As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...Read More
Market Insight - December 2021 For better or worse, the U.S. and other global economies have been supported by ever increasing stimulus from central...Read More
As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...Read More
Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...Read More
At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...Read More
I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...Read More
Over the last several months, I’ve had many conversations with clients and in social settings on the pros and cons of selling a home in today’s...Read More
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