Blog

By: Susan Powers, CFA, CPA, CFP®, CPFA

Millions of Americans are taking a step back and rethinking their work lives amid the “Great Resignation”, more recently termed the “Great Reshuffle”, as they seek remote options, flexible work hours and life beyond work.  Are you among those considering a change?  What else should you consider before taking the plunge?

KEY POINTS

By: Kate Hennessy, CFP®

Do you have extra cash on hand, sitting in a saving account at a bank earning a small amount of interest?  Do you have a CD maturing? 

By: Patrick R. Cote CFA, CFP®

“The rules no longer apply.”  Spring 2020 – As the Covid pandemic took off, I found myself repeating this phrase with my teenage sons, as they were shocked to see many of the activities and organizations they knew shut down or shifted to virtual meetings.  The investment world also went through a lot of upheaval during the pandemic, with the overall decline, the quick turnaround, the rise and fall of tech stocks and the large increase in commodity prices.

By: Kate Hennessy, CFP®

So, which was born first?  The March Madness tournament or the “60/40 Portfolio?”  The legendary 60/40 portfolio dates back to 1926, and through 2021 had enjoyed a nice steady average annualized return 9.1%. For you basketball fanatics, the March Madness tournament was born 13 years later on March 17, 1939 and was the idea of Ohio State head coach Howard Olsen.

By: Patrick R. Cote CFA, CFP®

What the heck is going on with interest rates?  You might have noticed that after years of being extremely low, they started to creep up in 2022 but then just took a big drop back again over the last couple of weeks.  What does it all mean, and how does it impact you?

^{BY: SUSAN POWERS}

I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women investors and the importance of aligning your investments with your goals.

The audience was diverse: single, married, small business owners, contractors working from home and retirees.  Their perspectives and questions were equally diverse.

BY: KATE HENNESSY, CFP®

Just like your favorite ice cream, debt comes in a variety of flavors – student loans, credit cards, and mortgages are just a few that come to mind.  The majority of people have a variety of debt with varying interest rates.  An interest rate is the amount a lender charges a borrower and is typically a percentage of the amount loaned. In the next few paragraphs we’ll cover some statistics and tips on how to manage debt.

BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA®

Are you one of many small business owners who finds that business has never been better?  After facing periods of uncertainty these past two years, many clients now note that they are having one of their best years ever.  If you find yourself in this fortunate position, it’s not too late to sa

BY: Pat Cote, CFA, CFP®

The pandemic has had a terrible impact on many people from both a health and a financial perspective.  However, a significant number of people have found their incomes rising, while at the same time their spending has actually gone down (with fewer travel options and long waits for big-ticket items like cars).  This has created the happy problem of “extra” cash for some folks.

It’s that time of year again! While we are in the midst of enjoying the holiday season, the last thing many of us want to do is to think about taxes and finances.  However, taking a few minutes to focus on some specific areas can make a big difference.

With that in mind, we prepared a list of 10 key items to focus on before 12/31.

BY: Pat Cote, CFA, CFP®

The fastest growing retirement plans are a type many people have not heard of, CB (cash balance) and DB (defined benefit) plans.  They are the modern update to the pensions that most large companies used to offer years ago.