Stephen Ahern

Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

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5 min read

Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts

This piece explains four legacy-planning moves that go beyond trusts: regular family conversations, tax-timed Roth conversions, liquidity via second-to-die life insurance in an ILIT, and jump-starting the next generation with 529 plans (and new...

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Owning a second home

3 min read

Six Considerations Before Buying a Second Home or Vacation Property

6 Considerations Before Buying a Second Home or Vacation Property

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You don’t have to make decisions on your own when it comes to adjusting your wealth portfolio in response to market cycles. A couple walks through a park on an autumn day.

3 min read

How to Manage a Wealth Portfolio Through Market Cycles

When you can monitor the stock market and your own wealth portfolio 24/7, keeping a big-picture perspective can be tough. Watching as markets rise or...

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Here are some risk management strategies for high earners when it comes to investment management.

3 min read

5 Strategies for Mitigating Investment Risk for High Earners

High earners have many investment opportunities, which means they’re also vulnerable to investment risks. Anticipating potential drawbacks is part of...

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folks riding bicycle on their way to book travel advisor

4 min read

Why You Should Use a Travel Advisor and Planner for Your Travel

Introduction You have worked hard for many years. Maybe your career was life encompassing and you are now retired. Maybe your children are grown and...

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Young couple traveling with a map in the city. Choosing the right investment strategy provides peace of mind.

3 min read

Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Considering passive and active investment strategies is part of building a portfolio you feel comfortable with. The former strategy attempts to...

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Child with mother listening to a shell at beach. Value investing. Practicing picking stocks

3 min read

Value Investing: Principles and Practices for Long-Term Success

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a famed value investor, recently described the...

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A woman in profile looks out at the ocean during sunset. Getting divorced requires you to revisit financial and insurance plans

4 min read

How Divorce Changes Your Financial Plans

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to revisit plans that you might have thought were set...

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A dad teaches his young child to ride a bike.  She is smiling!  Investment vs. speculation

3 min read

Investment vs. Speculation: Understanding Key Differences and Strategies

Learning to invest is much like learning a new language. A lot of people understand enough about how investing works to get by, but don’t have a deep...

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