Northstar Insights
Managing Through and Beyond the Crisis
The financial markets continue with their process of sorting through all the data about the coronavirus, its impact on consumers, companies, and the overall economy. Right
Northstar President Fred Taylor Honored as Finalist for Invest in Others Lifetime Achievement Award
Congratulations to Northstar President and Co-Founder Fred Taylor, who was one of three finalists for the 2019 Invest in Others Lifetime Achievement Award. The Invest in
Meet Northstar’s Newest Team Members
We recently expanded Northstar’s Client Service Team to include our new staff members, Lexi Schmidt and Luis Perez. We introduced both Lexi and Luis to clients at our
Should You Pay Off Your Mortgage?
Many people who are preparing for retirement ask us if they should pay off their mortgage. In an ideal world, you should pay off your
Community Update
I’ve written in the past about the importance of giving back to the community – a value instilled in me by my late father and
Bringing Your Family into the Conversation
At Northstar, our relationship isn’t just with your wealth, it’s with you and your whole family. We want to collaborate with you to ensure that
Cybersecurity Update
Just as the markets have seemingly entered a new phase, so too has cybercrime. It used to be that your email and online financial accounts
Sequencing of Return Risk: What Every Retiree Should Know
If you are going to retire and attempt to live off the returns from your investment portfolio, you should be familiar with something called “sequencing
How to Choose a Financial Advisor
Finding the right investment advisor can be a confusing and challenging process. First, the number of professionals offering to manage your investments has continued to
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