Investing in the stock market offers numerous opportunities for profit, but it also carries inherent risks. Market participants have used two popular investment approaches — the contrarian and trend following…
Like most processes, investment decisions moved more slowly in the pre-Internet days. When I started my investment management career nearly 40 years ago, a bank or analyst would send you a report…
Employees today have been inundated with statistics about outliving their 401(k) savings, and warnings that they need to start saving as much as they can, as soon as they can, to make…
The New Haven Business Journal has recognized Grey Ledge Advisors President and CEO Kenneth R. Russell Jr. as a member of their ‘Power 25’ list for 2023. The prestigious Power 25 for…
Financial planning begins with getting to know you, your family, and your current financial situation. We ask about your financial concerns and your goals for the future. The financial plan…
Below is a synopsis of our firm’s thoughts and views regarding the economy and investment markets as we enter 2023 Our investment team continually monitors the investment environment…
In December, Congress approved the SECURE Act 2.0 to enhance retirement savings. Here’s how those changes will affect your retirement planning. Most notably, the age at which…
The holidays are a time for giving, both to brighten our loved ones’ days and to give back to the community. Grey Ledge Advisors has decided to honor this spirit of giving this year by asking…
Yes, there are good things about being older, such as increased happiness, less stress, better marriages and deeper friendships. I’m in my early 60s and when my 20-something children tell me…
Your estate planning process involves a team consisting of your attorney, your Grey Ledge advisor, perhaps an insurance professional, and you. Whether you are establishing a new estate plan…