Introduction Choosing the right financial advisor is one of the most important decisions you can make for your long-term financial well-being. A few common questions I have seen lately are: Is Fisher Investments Worth It? Is Fisher Investments a good company? Who are the top financial advisors for retirement planning? Is Fisher Investments a Fiduciary? Whether you are planning for retirement, navigating market volatility, or simply looking to grow your wealth, it pays to comp

Tony Robbins is a name synonymous with personal development, known for his New York Times best-selling books and life-changing...

Navigating the complexities of retirement planning is much like running a marathon—it requires endurance, careful pacing, and a...

Every year, I make it a priority to read at least one book per month to broaden my understanding of economics, financial markets, and...

Special Blog Post for RTX and Raytheon Employees that need to evaluate their retirement planning.

Planning for your financial future is one of the most important decisions you’ll make, especially as you approach retirement or work to...

A recent study from Northwestern Mutual found that the average American thinks they need around $1.46 million to retire. That suggests $2 mi

Retirement is about more than just numbers—it's about securing your future and creating the freedom to live the life you’ve envisioned. As a financial advisor focused on retirement planning, I recently completed the coursework for the  Retirement Income Certified Professional (RICP®)  designation through the American College of Financial Planning. While I haven’t yet earned the designation, I did complete all three courses for the designation, and I wanted to share some key i

How much stocks should I have in my portfolio? The age-old question for investors. It's a pretty significant decision as much as 90% of your rate of return as an investor is determined by how much stocks vs bonds you have in your investment account.  So important, right? Aside from your savings habits and sticking to a long-term plan, your asset allocation, which is the mix of stocks to other asset classes in your portfolio, is one of the most significant financial decisions

The idea of a looming market crash as catastrophic as the Great Depression gets thrown around every now and then—whether it’s dramatic...

Today’s topic dives into something that may surprise you. Many of us have heard that putting everything in the S&P 500 and chill and...

For Raytheon Technologies employees, the Lifetime Income Strategy Fund offers a unique retirement planning option within the RTX 401(k)...

In today's rapidly shifting economic landscape, the concept of onshoring has emerged as a significant global trend with far-reaching...

Introduction If you're an employee at a public corporation, you may be holding a significant portion of your retirement savings in...

Investing in the stock market is a journey filled with ups and downs, and understandings market volatility and these fluctuations is...

Welcome to the Parkmount Financial Partners blog! My name is Joe Boughan, a CERTIFIED FINANCIAL PLANNER™ Professional dedicated to sharing insights from my journey to help you make informed financial decisions. Today, let's explore why Shaquille O'Neal recommends saving an astonishingly high 75% of your income and how this advice can be relevant to your financial planning. Why Saving is Crucial Since I started my career in Boston working with high-net-worth investors, I have

Receiving a substantial windfall like $1.5 million inheritance or business sale or even lottery winning is a life-changing event, and...

As a certified financial planner (CFP ®) professional in the Boston area at Parkmount Financial Partners LLC, I've worked with many...

When planning for retirement, many residents face the challenge of ensuring a stable and secure financial future. At Parkmount Financial...

In an era where financial security is more important than ever, understanding the intricacies of Social Security benefits becomes...