Our second edition of our Meet the Managers Series took place virtually during the third week of 2022. Our featured speaker was Dan Waldron from First Trust Portfolios who spent some time talking about two equity ETF offerings. We use First Trust in our portfolios to add equity exposure into […]
Meanwhile, please check out the pictures to see what you missed – or to see what you have to look forward to for the next one.
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
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 […]
This November, as part of our ongoing Virtual Event Series, we present a conversation with Atomic Coffee Roasters to clients and friends of the firm. As we have done all summer and now into the fall, we are taking a moment to highlight a local family owned business and sharing […]
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
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. […]
In addition to his work as a Financial Advisor at US Advisory Group working with clients to achieve their financial goals, Tucker McDonald currently serves on the Board of the Essex County Estate Planning Council and Boston College’s Neenan Society. Even still, Tucker continues to look for new ways to […]
