Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Couple looking at blueprints of a house

Second homes, key considerations and risks

Jan 16, 2024 |RBC Wealth Management

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

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My family and me at my college graduation - Williamsburg, VA

Financial Lessons for Young Professionals

Jan 05, 2024 |Catharine Weber

Financial advisor Cat Weber reflects on her first year with the Hershey Group and shares the steps for creating a foundation for successful investing

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The value of the right guide

The value of the right guide

May 10, 2023 |John Hershey III

John Hershey recalls his recent fishing trip and discusses the parallels between trusting his fishing guide and the relationship our team has with our clients

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Charitable giving for the greater good

Charitable giving for the greater good

Dec 02, 2022 |Gerry Spessard

Charitable giving can be a powerful financial tool. Gerry Spessard discusses how contributing to the causes that matter most to you can also potentially lower your tax bill.

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Quick Facts about Social Security and Medicare

Quick Facts about Social Security and Medicare

Oct 24, 2022 |Laura Herrera

You may have questions about the role Social Security and Medicare will play in your retirement planning. Our team of advisors provides some quick highlights from our recent client seminar on the topic.

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Back to School, Back to Basics

Back to School, Back to Basics

Aug 30, 2022 |Laura Herrera

School is back in session as Laura Herrera shares the five basic principles of successful investing.

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John Hershey and father photo.

Lessons Learned from My Father

Jun 16, 2022 |John Hershey III

John Hershey's father, Jack, worked as a financial advisor for 50 years. This Father's Day, John reflects on the important lessons he learned from his dad's time in the business.

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