Blog

Bonds are intended to be one of the less exciting, some might even say boring, parts of most people’s portfolios.  For retirees, bonds often make up a large

In life, focusing on what’s within your control can be easier said than done.  The same can apply to investing and planning for retirement.  With investing and

As they did last quarter, US large cap returns continued to dominate, up 10.6% in Q1. US stocks are now at all-time highs and near-record valuations.

Learn

BY: KATE HENNESSY, CFP®

Strategizing about ways to keep more of your money and put your savings to work should be done throughout the year, not just during tax

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

Many small business owners think of a SEP (Simplified Employee Pension) IRA when they want to save for retirement. 

BY: PATRICK R. COTE CFA, CFP®

The general investment advice is to contribute the maximum amount to a pretax 401K every year in order to save for a more

2023 was an interesting year in the equity and fixed income markets. Check out AssetGrade’s review of the markets for 2023. Learn more about the markets

BY: KATE HENNESSY, CFP®

Some people associate estate planning with death, others feel it is time consuming and costly, it doesn’t have to be.  Here are three

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

As we approach year end, here are five tax tips to help minimize your tax liabilities and make the most of your

BY: PATRICK R. COTE CFA, CFP®

With higher inflation continuing to persist, there are two main investment options that have become attractive in order to

Check out AssetGrade’s review of the markets for the Third Quarter 2023. Learn more about the challenges markets faced this quarter and what to consider as we

By: Patrick R. Cote CFA, CFP®

Many of our clients have asked us how they or their family members can best learn the basics of investing.  They don’t