Trillium Financial Advisors

Newsletters

Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Tax-Loss Harvesting Offers Chance at Silver Lining

Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Sectors: Overweight, Underweight, or Just Right?

Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
HOT TOPIC: Can Consumers Keep Carrying the Economy?

Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Lease Payment

How much would your monthly lease payment be?