Paul J. Montefiore Jr., Chfc, CLU, Financial Advisor

07/17/2023

Investors can’t stop looking over their shoulders for major risks looming in markets.

07/15/2023

07/14/2023

Most borrowers don’t stand to gain by favoring adjustable-rate mortgages over 30-year fixed loans.

07/13/2023

It’s easy to sign up but not always so easy to stop a service. The F.T.C. is proposing rules to change that.

07/12/2023

The key federal programs you need to know

07/11/2023

When faced with disruptions and downturns, many leaders and companies instinctively focus on cutting costs to maintain profitability. But some use the period of uncertainty to identify opportunities and then take thoughtful action to seize them. They realize that true resilience involves more than r...

07/10/2023

The last time people felt this good about money matters, stock values were hitting record highs and banks were offering 30-year mortgages with rates well under 4%.

07/08/2023

Diet and exercise still matter when you take drugs for weight loss, and not only for the reasons you expect.

07/07/2023

New psychological techniques aim to use your imagination—and all of your senses—to help overcome trauma and achieve goals.

07/06/2023

When workers are finishing up their careers and nearing retirement what do they have? In 1992, the median wealth for U.S. households with at least one worker aged 51-56 in 1992 was $654,926 (inflation-adjusted to 2016 dollars); in 2016 they had much less, $466,900. What happened?

07/05/2023

Superstar attorneys can rake in more than $15 million a year, while compensation for bankers has hardly budged.

07/04/2023

Yield-curve inversion suggests high chance of economic downturn but riskier assets remain buoyant.