The headlines feel relentless right now. Two wars grind on overseas. Artificial intelligence promises to remake the economy, and it threatens to eliminate the job you have — some say it threatens more than that.
New Jersey Property Tax Relief: What Changed for 2026
The Most Important Question in Retirement
Most retirement planning conversations revolve around numbers: how much you've saved, what your withdrawal rate should be, when to claim Social Security, and how to minimize taxes on your distributions. These are essential questions, and getting them right matters enormously. But there's a question that deserves just as much attention and gets far less of it: once the paycheck stops and the calendar clears, what will you actually do with your time, your talents, and your money?
The Best Inheritance Might Be the One You Give While You’re Still Alive
Own It: How HIGHLAND’s Culture Comes to Life Through Our Annual Day of Service
Values-Based Investing: Aligning Portfolios with Purpose
Your Most Important Business Decision Is Not a Business Decision
In July, I had the opportunity to participate in an NJBIZ panel discussion focused on family-owned businesses. During the discussion, I shared an analogy that has become one of the simplest ways I explain how I think about planning because I believe it applies well beyond business owners.
Midterm Elections on the Horizon: How Markets Typically React
Every two years, America holds another election. Every two years, headlines call it the most important of our lifetime. Investors have heard that before. Markets have lived through wars, recessions, inflation, and constant turnover in Washington. Over long periods, stock prices track earnings, innovation, productivity, and human ingenuity — not election results.
If Everything Is Breaking News…Is Anything Really Breaking News?
Twenty years ago, "Breaking News" meant something extraordinary had happened. Today, it means someone sneezed near a microphone. Every hour brings another flashing banner. Markets tumble. Experts speculate. Social media erupts. Before lunch, a new "breaking" story replaces the first one.
The Boring Portfolio Wins: Why Diversification Beats Chasing the Next Hot Stock
I'm heading to Portugal this summer, and like any good trip, the itinerary has a little bit of everything: a few days wandering through Lisbon's hills, a stretch on the Algarve coast, even a detour into the quaint fishing village of Cascais. No single stop makes the trip. The magic is in the mix. Investing works the same way, yet most people plan their portfolios like a one-city vacation—all in on the destination that's trending, and hoping it delivers.
Roth Conversions in 2026: When They Make Sense and How to Time Them
The Hardest Financial Question Has Nothing to Do With Money
Celebrating Team Wins and Summer Traditions at HIGHLAND Financial Advisors
Summer has a way of encouraging reflection. The pace changes, families gather, vacations appear on the calendar, and many of us pause long enough to appreciate the people and experiences that make the year meaningful. At HIGHLAND Financial Advisors, summer also gives us an opportunity to celebrate something central to our firm: the strength of our team.
3 “Wasteful” Ways I Spend my Money
Growing up, I always had a natural tendency to save money. Every birthday and Christmas gift went into my piggy bank and, as I got older, into a savings account. When I turned 18, my dad introduced me to investing, and I was instantly hooked. I started reading every investment book I could get my hands on, and any money I earned from part-time jobs during college went straight into my investment account.
The IPO FOMO Trap: SpaceX, OpenAI, Anthropic, and What You Already Own
The Hidden Risk of Success
Investing and the Big Kahuna
Lifestyle Inflation: The Quiet Threat to Long-Term Wealth
Currency Markets and Your Portfolio: When the Dollar Moves, What Happens?
Most of my clients do not think much about currency markets. They think about their retirement, their kids' college, their business, and their taxes. Currency movements feel like something that happens in the background — abstract, global, vaguely relevant. And then a headline pops up warning about a "collapsing dollar" or a "surging greenback," and suddenly everyone wants to know what it means.
College Planning 101: How Parents Can Save and Pay for College
For many parents, figuring out how to save for college can feel overwhelming because the target keeps moving. College tuition continues to rise, financial aid rules seem to change yearly, and families are often unsure whether to prioritize retirement, college savings, or both. Add in student loans, FAFSA deadlines, scholarships, and decisions around how much to contribute, and it’s easy to feel stuck.