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Written by Justin Pelletier Partner / Director of Investments & Strategic Planning April was a reminder of something we have written about for years, but rarely see demonstrated this cleanly inside a single month: in the short run, markets are a voting machine; in the long run, they are a weighing machine. After a tough

Wealth transfer has always been complex, but in blended families, it takes on an added layer of emotional nuance and legal risk. At Birchwood Financial Group, we understand that our clients are not only stewards of significant wealth but also guardians of deeply personal family legacies. For high-net-worth individuals, particularly those navigating second marriages, traditional

Multi-generational vacation homes are often considered cherished family legacies. These properties offer a place where relatives can gather, build memories, and continue traditions. Families invest emotionally and financially into these homes, intending to pass them on to future generations. However, beneath the surface of nostalgic getaways and inherited luxury lies a complex web of financial,