For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…

While many Americans prefer to age at home, continuing care retirement communities (CCRCs) and traditional retirement communities are attractive alternatives. What’s the difference between the two?

A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors be worried?

Investing in Opportunity Zones—including those in downtown Portland—can delay or reduce capital gains, but there are risks involved. Are Opportunity Zones right for you?

When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting started.