Rick and some friends at the Turner Hill Golf Club hosted Governor Charlie Baker and his wife Lauren on Tuesday, 7/24. State Representative Brad Hill of the 4th District (Essex County) was also in attendance. The Governor, nearing the end of his first term in office, spoke about the Commonwealth’s […]
What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations from the average return have on a portfolio’s final value? […]
Last Friday, July 20, Rick joined John King for a conversation about the Family Business Project on “The Voice of Business.” Sitting alongside Rick was Steve Vesey, founder of the Business Legacy Strategies, inc. In this 30 minute clip, they addressed some of the various challenges small business owners face […]
In this month’s recap: tariff talk weighs on equities worldwide, oil prices jump 10%, and the Fed raises rates once more. THE MONTH IN BRIEF While segments of the stock market rallied in June, assumptions that a global trade war was starting hurt the blue chips – the Dow Jones […]
US Advisory Group will relocate to a completely renovated office space at 152 Conant Street in Beverly Massachusetts on July 2, 2018. To better connect to their North Shore roots including clients, centers of influence and community organizations, US Advisory Group will relocate inside the 95 belt to Beverly, MA. […]
