Insights

Adasina combines financial expertise with community-sourced wisdom so investors and social justice activists have essential tools for building a bridge to the regenerative economy we all deserve.

Beyond Long-Term Care Insurance

70% of people turning age 65 today can expect to use some form of long-term care during their lives, so says the U.S. Department of Health and Human Services. This stark fact…

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What Happened to Socially Responsible Funds?

Most of our clients are familiar with socially responsible investing, an approach to investment management that focuses on investing in companies that meet certain social and ethical criteria. What makes this option…

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Rent, Don't Buy Your Vacation

When you go on vacation, there are an increasing number of options on how and where to stay. Since we’re wealth managers, we’d like to approach the question from a financial perspective….

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Quarterly Tax Payments: A Primer

If you’re self-employed, you should be paying your estimated taxes four times a year. We have found that there is some general confusion about this concept among our clients and hope this…

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Should You Buy or Lease Your New Car?

When looking for a new car, you consider countless variables when deciding which to buy. But once we’ve settled on your next car, you still have to decide how to actually pay…

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Connecting the Dots: The Fallacy of Causational Investing

Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors, it…

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Same Sex Marriage: Unique Considerations in the Age of Equality

It wasn’t so long ago that same sex couples in the United States not only didn’t have the option to get married but didn’t have much reason to believe that would change…

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Why “Comprehensive Wealth Management” – A Message from Rachel and Maya

Recently, Robasciotti & Associates, Inc. transitioned from providing “Comprehensive Financial Planning” to “Comprehensive Wealth Management.” While this is mostly a change in language, we feel this change is significant and want to…

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A Summer to Remember

We all lead busy lives and we’re not always able to share all of the latest news with all of the people we know. So, we wanted to take a moment to…

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