1. The ‘Power’ In A Power Of Attorney

    Lawyers are continually asked by clients whether they need a Power of Attorney. There is no universal answer to this question, as everyone’s financial situation and relationship with others is different. A meaningful response requires that the client understand what a Power of Attorney (commonly referred to as a “POA”) is and what it can and cannot do. In general, we recommend that our clien…Read More

  2. Is your investment portfolio ‘off-balance’?

    Throughout its history, the investment market obviously has experienced volatile years, going in both positive and negative directions. Such dramatic swings in stock returns typically provide invaluable lessons-and also raise a question all investors should answer every year: Do I need to rebalance my portfolio? Rebalancing a portfolio involves periodically readjusting its mix of assets. Smart inv…Read More