Typically, the cracks are seen before the financial markets take a hit. This time, nature didn’t just whip up a localized natural disaster such as Katrina, or a tsunami or even an earthquake; it tossed a hand grenade without borders, across the globe. Within weeks, the world as we know […]
Friday, March 27, 2020 These are confusing times. We often hear, “Sell the rumor, buy the facts,” but when fact and rumor blur, it becomes tempting to call investing “complicated.” That is why above all, we try to make investing straightforward. We have been consistent with our investment approach for […]
As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you. The effect of compounding is huge. Many people underestimate it, so it is worth illustrating. Let’s take a […]
At US Advisory Group, we are committed to helping our clients navigate these challenging times. While we continue to monitor the economic changes that are happening at an unprecedented, rapid pace, we are also taking all recommendations by our local and national experts seriously. The health and safety of our […]
I am writing to update you on steps we are taking as it pertains to COVID-19 (“coronavirus”). Our primary concern is for the health and well-being of our clients, employees and all others who we work with. We have implemented specific procedures as recommended by the Centers for Disease Control and […]
Greetings to all from US Advisory Group! In this Quarterly Update, we will be talking about 1) Coronavirus fears as they relate to the Market & the global economy; 2) relatedly, US Advisory Group’s Thoughts on the Market as we look ahead into 2020; 3) timely, larger Financial Planning topics […]
Last month, we shared with you a photo of Abby McDonald, Tucker and Sue’s first daughter. One year ago, brothers Malcolm and Archie joined the USAG family as well. This is our delayed introduction of our young pups! The two brothers were born in December, 2018. They love to chase […]
Click to REGISTER for the Event. Join Us! We would love for you to attend the first of US Advisory Group‘s Monthly Meet-Up Series at REV Kitchen in Beverly on Tuesday, March 10th from 5-7pm. There will be complimentary light hors d’oeuvres and beverages available. Register Here
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for […]
On Wednesday, January 29th, US Advisory Group will help to sponsor an Economic Forecast for 2020 presentation for the Essex County Estate Planning Council. After a brief introduction from Tucker McDonald, Jeff Margolin, Senior Vice President and Closed-End Fund Analyst at First Trust will provide insight and forecasts on the upcoming year. […]
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