by Eric Junge | Jul 13, 2026 | "Guiding Generations"
Part 2 of 2 Family & Generational Planning When the Gap Is BiggerThan the Numbers Record household wealth and deepening generational differences have made family financial conversations more consequential than ever. This piece examines the role a fiduciary can play in...
by Eric Junge | Jun 5, 2026 | "Guiding Generations"
Part 1 of 2 Family Advisory The Wealth Is There.The Conversation Isn’t. American household wealth has reached record levels, built on rising portfolios and real estate values that span every generation. The conversations families need to have about that wealth have...
by Eric Junge | Jul 8, 2024 | Uncategorized
Stocks Plus Cash Does Not Equal Portfolio Diversification While holding a combination of cash and stocks might seem a cautious approach to investing, it falls short of being a truly diversified portfolio. There are several critical reasons why this...
by Eric Junge | Jul 5, 2024 | Uncategorized
Is Now the Right Time to Start or Update My Financial Plan? Creating a financial plan is akin to crafting a roadmap for your financial future, and there’s no time like the present to consider taking this crucial step. The current economic climate,...
by Eric Junge | Jun 26, 2024 | Uncategorized
Navigating the Financial Challenges of Health Care Many of us will eventually find ourselves helping our parents or loved ones navigate their later years. My personal journey in assisting my mother has been a mix of fulfillment and challenges. Over...
