Wealth Management

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Protecting Your Parents From Elder Financial Abuse

Protecting Your Parents From Elder Financial AbuseHow to help your family avoid scams and other fraud.Presented by Gray Equity Management, LLC We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many may think, “it won’t

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How Millennials Can Get Off to a Good Financial Start

Doing the right things at the right time may leave you wealthier later. Presented by Gray Equity Management, LLC What can you do to start building wealth before age 35? You know time is your friend and that the earlier you begin saving and investing for the future, the better your financial prospects may become.

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Tell Your Beneficiaries About Your Accounts and Policies

Let them know how they will receive retirement assets and insurance benefits.Presented by Gray Equity Management, LLC Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer

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Investors Must Watch Out for Self-Fulfilling Prophecies

By Martin E. Landry, CFA, CFP, CAIA, CIMA, CIPM, AIFPortfolio ManagerPresented by Gray Equity Management, LLC When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.”  Stock markets around the world rang in the new year with an old-fashioned selloff last week. In the U.S., the S&P

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