Money & Investing | Hudson Valley; Chronogram
People Over Portfolios: Understanding Mountain Pass Planning's Flat Fee Approach

People Over Portfolios: Understanding Mountain Pass Planning's Flat Fee Approach

As a financial advisor and founder of Hopewell Junction-based Mountain Pass Planning, James DeVico offers transparency. He makes sure every client knows exactly what they’re paying and why. He takes it a step further using a “holistic approach” to financial planning and employs a flat fee for financial planning and asset management—an uncommon approach in his industry.

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Set for Life? Insurance Reassurance from Wallace and Feldman

Barry Feldman, of Woodstock-based Wallace and Feldman, Inc., understands the stressful reality of finding the insurance you need (and deciding what you don't need). Whether you're wondering "do I need life insurance?" or "how can you get the most out of Medicare?" he can help you sort it out.

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Community Foundations of the Hudson Valley: A Regional Benefactor

Community Foundations of the Hudson Valley isfast becoming one of the largest grantmakers in the region.

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From the Archive: The Money-Making Ethic

Chronogram originally published "The Money-Making Ethic" in January 1999. Since then, Karl Widerquist has become one of the leading voices of the worldwide basic income movement.

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Financial Planning & Wellness in the Hudson Valley

Hudson Valley Money Experts Offer Tips for Financial Health
Local financial experts Beth Jones and Susan Simon of Third Eye Associates and Joanne Leffield, the self-styled "moolah doula," offer advice for financial planning and wellness.

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Hudson Valley Events

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Natural Progressions @ Rockland Center for the Arts

Natural Progressions

April 27-30, 2-5 p.m. — Site Specific installations in The Catherine Konner Sculpture Park at RoCA. Large...
#BeesLoveSolar: The Sweetest Solution to Climate Change @ Rough Draft Bar & Books

#BeesLoveSolar: The Sweetest Solution to Climate Change

Mon., Oct. 21, 6-8 p.m. — Pollinator species like bees are being threatened by habitat loss and pesticide...

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