Financial insight, strategy, and perspective from the minds behind your portfolio.
As a healthcare professional, your life is dedicated to patient care. From demanding shifts to complex cases, your focus is on the well-being of…
When establishing a trust, one of the most important decisions the trust creator will need to make is who will be the trustee. A trustee has the…
As many of us approach major life transitions—like widowhood, divorce, or an empty nest—we realize these moments, while challenging, also offer…
Doug Phillips attended an investment conference last week alongside investment management peers. There was a lot of discussion around the tariff…
Investors stepped into 2025 optimistic about the outlook for U.S. stocks. They had experienced two consecutive years of 20% plus returns. A select…
In 2025, several Medicare Advantage plans will no longer be available in New Hampshire, impacting many beneficiaries who rely on these plans for…
Recently, Michael Hakoun connected with Morningstar's Director of Personal Finance and retirement expert Christine Benz to review her latest…
The Tax Cuts and Jobs Act (TCJA) of 2017 included numerous temporary provisions set to expire in 2025 unless Congress intervenes. Although several…
Managing your financial affairs independently requires a robust support system to ensure that your assets are handled according to your wishes if…
There is much to consider when you are approaching retirement or perhaps already retired. We understand people can be overwhelmed with the many…
Medicare is a vital component of many Americans' healthcare planning as they approach retirement age. It provides essential coverage for…
There has been recent polarizing media coverage of the sustainable investment field and we recognize that this can be confusing. Some reports were…
At Ledyard, we manage a variety of different types of portfolios for our clients, including a dedicated sustainable investment strategy. This…
On October 7th, Hamas, the Palestinian militant group that controls Gaza, invaded Israel by air, land and sea. Israel's Defense Minister…
Enjoy tax free income during retirement! Every dollar can matter when you’re retired. A Traditional IRA is the most common retirement planning…
We'd like to share some initial thoughts about the closures of Silicon Valley Bank and Signature Bank by regulators. These events have caused…
Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
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