This article has been updated to reflect 2022 deadlines and filing protocols. With the holidays behind us and the new year officially off and...Read More
Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...Read More
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
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