This is Pat Haggerty with Larchmont Wealth. I’m here today with my partner Josh Feldman. Josh is my business partner, we’ve managed Investments together, we manage an advisory practice together, Larchmont Wealth and Josh, among many other roles, is...
This is Pat Haggerty with Larchmont Wealth. One of the most talked about topics within financial planning is whether or not it is better to separate your bank and brokerage accounts from your spouse or your partner, or put them together. I believe that the real...
What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration. They are registered as a fiduciary and that person has an obligation to choose Investments that are the best for the client and not themselves. For example, if...
The stock market goes up on average three out of every four years. When it goes up it’s fun, it’s exciting, that’s the fun part of investing. When it goes down, it’s not fun. But to get the good you have to take the bad, you don’t...
This is Pat Haggerty with Larchmont Wealth, defining finance, The Rule of 72, is one of the most useful equations you can use on a regular basis and this is how it works. You take 72 divided by the annual assumed rate of return. For example, if you are assuming...
