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We are in an era where the changing dynamics of modern life have resulted in a unique phenomenon: the rise of the sandwich generation. These are individuals—often in the prime of their careers and lives—who are nestled between raising their children and caring for their aging parents. Today, as a seasoned wealth manager, my journey and experiences have shown me parallels between managing wealth and navigating the complexities of the sandwich generation.

Listen to Jim and Scott discuss current economic and market conditions.

Explaining compound interest to your kids or grandkids is a great way to introduce them to the concept of saving and investing. Here are some thoughts on how you can explain it in a simple and understandable way.

Is a short-term, lower risk investment right for you? At the end of September 2023, various forms of cash equivalents such as money market funds, Treasury bills, Certificates of Deposit (CDs), and in many 401k accounts, the stable value fund option, currently provide yields in the 5.0% to 5.75% range. Determining which investments to make depends on your personal situation, time horizon, risk tolerance, and goals.

As time advances, the realities of retirement loom larger, underscoring the importance of sound financial planning. Retirement is a culmination of lifelong aspirations and dreams. To truly relish this period, meticulous planning, especially with a seasoned partner like Century Management, becomes indispensable.

Entrepreneurship is a complex and constantly evolving journey. While it's thrilling, it comes with its fair share of obstacles. Particularly when considering a business exit or transition, the guidance of a Certified Exit Planning Advisor® (CEPA®) can be indispensable. In this article, we will explore the extensive benefits of CEPAs, especially when paired with the institutional expertise of Century Management.