Financial Planning

SKWealth Welcomes Steven C. Antunes, CFP®

Steven Antunes

SKWealth is pleased to announce the hiring of Steven C. Antunes, CFP®, as a Financial Planner in the firm. Steve has over 11 years of experience in corporate finance and accounting and personal financial planning. He was previously with Citizens Financial Group, Inc. and Corrigan Financial, Inc. “We are thrilled...

529A Accounts Bring Help for Special Needs People

-by Matt Neyland, CFA, CAIA, Director of Investments Between doctor visits co-pays, medical equipment, education, therapy and other necessary expenses, the cost of raising a special needs child can top the $2 million mark over the course of a lifetime. It’s hard for people with disabilities and their families to...

Winter 2017 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes information on Women-Focused Planning and Investment Management and articles such as ""Rising Rates: The Fed Takes Next Step Toward Normal"; and "The Trump Era Begins - is the Stock Market Rally a Sign of Things to Come?"; as...

Fall 2016 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes articles such as "SKWealth Launches Sustainable & Impact Investing Portfolios"; "The Presidential Election & the Markets - Will it Change the Course of the Markets?"; "How Can We Help?", as well as comparative benchmarks. Dollars...

Summer 2016 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes articles such as “Why the Brexit Matters to Investors,”  and "Markets Rebound From Brexit Turmoil - What Next?", as well as comparative benchmarks. Dollars and $ense Summer 2016

Marriage and Money: Six Tips for Same-Sex Couples

U.S. Supreme Court decisions have given same-sex married couples the same rights and privileges as opposite-sex married couples. If you're married or on your way to the altar, you'll want to sort through the financial implications and potential opportunities you have. Here are six marriage and money tips for same-sex...