Posts by Michael Bellah

Investors have had a lot to digest lately. Recent interest rate and market headlines have raised familiar questions: What comes next for the economy? How might this affect my portfolio? And should I be doing anything differently? That reaction is understandable. But moments like this are also a good reminder that investment decisions are not…

Property and casualty insurance (P&C) is an essential, but often overlooked, part of financial planning. While many financial plans emphasize saving, investing, retirement accounts, and tax and estate planning, it is equally important to protect those strategies from major loss events that can disrupt long-term goals. Broadly speaking, P&C refers to insurance that protects physical…