Thank you to our friends who stopped by Appleton Farms for a wonderful evening on Thursday, 10/7 We were blessed with great fall weather and the best wood fired pizza around. We look forward to seeing you at the next event! Meanwhile, please check out the pictures to see what […]
The broad economic recovery continues to project strength in the equity markets for the next several quarters, but the recent news cycle has been dominated by fears of Inflation. Rising inflation has put a significant strain on the fixed income markets and that is doubly troubling to investors who often […]
Your Legacy, Lighting the Way Forward As a member of the NSCC Foundation Board, Tucker McDonald recently spoke during a virtual event for the North Shore Community College. The event was broadcast to students and associates of the college on April 28, 2021. A link to the program can be […]
Our virtual event series continues with Cuttyhunk Shellfish Farms
Step One: Find a trusted financial coach; Step Two: Listen to your coach.
We spend a great deal of our time looking at numbers and screens. And like many of our clients, when the workday is done we like to trade in the screen for a book (or kindle). Introducing a new section of our blog where we will post all sorts of […]
Last Wednesday, Tucker helped the Boston College Alumni Network to an hour long webinar covering all the essential financial planning information people need to know to get a jump start on achieving their financial security. Over 200 people logged in to listen to Tucker and Elizabeth Newton, a BC grad […]
To start off the new year, Tucker will be participating in an online webinar geared towards young professionals that will further educate and prepare individuals for financial planning. The event is presented by the Boston College Shaw Society. Attendees will learn crucial information about Estate Plan Documents and building an […]
As focus on the 2020 Presidential Election shifts towards how President-Elect Biden will begin filling out his cabinet, we would like to share with you our thoughts on how this historic election will influence our financial decisions and portfolio positioning in 2021 and in the months ahead of us. There […]
We begin this section by reminding you that past performance does not guarantee future results. But looking to the past certainly has its value when we try to map out our future investment decisions and expectations. Many polls and Wall Street Banks expected a Blue Wave this November, meaning a […]
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