Wednesday, February 26, 2020
Uncertainty can shake any investor's confidence and lead to costly mistakes. While the COVID-19 infection seems to be
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
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
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.
I credit my
The mornings are crisp and remind us that the holidays soon approach. Thanksgiving is my favorite holiday because it's all about family, friends, food and
We are fortunate that many of the individuals and families with whom we work are inclined to give back to our amazing community. That being said, we want to
At speaking engagements I often jokingly ask,
Bear Markets are Healthy for Long Term Returns
The substantial thing about bear markets that should matter to investors is how they react to them. First, no
'Twas the weeks before election
And all through the land
Voters are curious...
Who's next to take the stand?
Will we have our first female President?
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately
Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their