Is this a normal correction or the start of a recession?
Is this a normal correction or the start of a recession?
Thank you to all who were able to attend our Open House in Beverly on Thursday, January 10th. It was very nice to see friends and associates of our firm as we enter the New Year. Special thanks to Gentile Brewing Co. and Henry’s Fine Foods for provide refreshments and […]
THE QUARTER IN BRIEF Wall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent conflicting signals about its […]
*This email was shared with Clients and Friends of the Firm on Thursday, December 27, 2018. I hope you had a wonderful few days celebrating the holiday. We have obviously been watching the markets closely these past few weeks and while many recent headlines have been discouraging, we want to […]
The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year leads into the next… Your investments. Review your approach to […]
Is student loan debt weighing on the economy? Probably. Total student loan debt in America is now around $1.5 trillion, having tripled since 2008. The average indebted college graduate leaves campus owing nearly $40,000, and the mean monthly student loan payment for borrowers aged 30 and younger is about $350.1,2 […]
THE QUARTER IN BRIEF The third quarter of 2018 shall be remembered as a great one for stocks. The Dow Industrials, Nasdaq Composite, and S&P 500 all rose more than 7% in three months as bullish investors maintained their confidence in the face of some momentous news developments. Consistently strong […]
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 […]
