Perspectives

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

Whether you’re just entering your 20s and starting your career, or you’re in your 60s and thinking about retirement, you most likely have questions...

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

There are a number of reasons why someone begins searching for a Financial Advisor.  Maybe they want to start planning their path to retirement, they...

We see it time and again. Some of our brightest, most affluent clients struggle with paying bills. It’s not that they don’t have enough money. It’s...

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

Over the past few weeks, several of the Birchwood team members have been polling their peers, family members, neighbors and even clients, in hopes of...