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Goals/Needs-Based Investing
Helping Clients Act on 2023’s Opportunities – At Any Age
While the principles of good investing haven’t changed, clients’ perceptions and their outlook for 2023 likely have. We believe in preparation, not prediction, when helping investors navigate the wide range of possible outcomes ahead. In the 2023 market outlook from Morningstar Investment Management, you’ll gain perspective on the current financial environment and positive steps to help address financial planning opportunities.
Goals/Needs-Based Investing
The Investors of the Future Are Coming—and Maybe Sooner Than You Think
This piece is approved to use with clients.
Technology is enabling the investor experience to be personalized—and it's becoming available faster than you think it is. The next generation's financial goals may resemble those of their parents, but the path to getting there may be very different.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Alternative Investments
Understanding Gold: An Expensive Insurance Policy?
One of the most significant investment winners year-to-date in 2020 has been gold. What is behind the sudden interest in the yellow metal? We look at the history of gold as an investment and what may have been driving the rise in the price of gold in 2020.
Client Experience
It’s All Hometown to John Caserta
John Caserta grew up in North Haven, Conn., where he’s now a Chartered Financial Consultant and managing director at Caserta & de Jongh LLC. His second office is in New Haven, home to his alma mater, Yale, where he studied Italian and played trumpet in concert and jazz bands. His frequent media appearances and alumni connections are helping him grow his practice.