Financial Insights Blog

What would you say if you could travel back in time and give your younger self some advice? Would you tell yourself to slow down and enjoy each...

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

It’s rumored that Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it earns it; he who doesn’t...

If your children or grandchildren have reached ninth or tenth grade, you’re likely in the middle of the college search process. Let me tell you, this...

Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

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...

Market Insight - December 2021 For better or worse, the U.S. and other global economies have been supported by ever increasing stimulus from central...

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...

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...