We first want to thank you for your continued trust. The reason you hired our team is to navigate you through times like we are experiencing now. We are here for you and won't allow you to let emotions drive financial decisions. Our commitment to YOU is to separate emotion from strategy.
Monday, March 16th, 2020
Thursday, March 12th, 2020
Friday, March 6th, 2020
Friday, February 28th, 2020
Just a friendly reminder that although we have no control over market volatility, we can control how we handle our emotions and avoid letting them drive our financial decisions.
January 28th, 2020
I hope you are enjoying the start to the New Year and New Decade. I pause in gratitude to reflect on this past decade and want to share some exciting news with you for what's ahead.
Wednesday, February 26, 2020
On the surface annuities sound pretty great; a guaranteed stream of income for the rest of your life. And with the volatility we've experienced in the last 12 months, the word "guaranteed" can sound very enticing, especially if you're nearing or already in retirement. But there is nothing "surface level" about annuities.
We hope you are well and enjoying summer. For this edition of our e-newsletter, we offer a conversation with Beacon Financial Planning of Cape Cod's Investment Committee members Michaela Herlihy, CERTIFIED FINANCIAL PLANNER and Kelli Grew, CERTIFIED FINANCIAL PLANNER.
As we close out 2017, we reflect on all for which we have to be grateful. I want to thank you for your continued trust, business and friendship.