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 […]
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. […]
Here is Tucker speaking at Boston College’s Alumni event last night at the Langham Hotel in downtown Boston on Financial & Estate Planning! From Tucker: “We had a great event, great turnout, about 50 attendees (with a Bruins playoff hockey game conflict notwithstanding), and really great questions from the audience! […]
Even with interest rates rising, you may want to explore the possibilities… In the first quarter of 2018, the refinance share of home loan applications in the U.S. fell to 40%, the lowest in ten years. Higher mortgage rates had reduced demand for refis.1 Still, the refi is not exactly […]
Exclusively for friends, family and associates of our valued clients In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors […]
Presented by US Advisory Group THE QUARTER IN BRIEF The final quarter of 2017 was a great one for stocks: the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted 3-month gains of better than 6%. Landmark federal tax reforms were approved and signed into law. Bitcoin was […]
