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. […]
Here is Abigail Ann McDonald, born on December 4th, 2019 in Boston, MA. We are so thrilled to finally meet Abby and to celebrate in the happiness and true love she has brought to her parents, Tucker and Sue. There are many wonder-filled times ahead for this beautiful family. This […]
What do you think is a reasonable, real after-tax return for an investor with average risk tolerance? For one with a low risk tolerance? How have the portfolios of your existing clients performed since the credit crisis began? Over the past five years? How do you get paid? Do you […]
“Rick, you said that one of the things Warren Buffet looks for is someone he enjoys spending time with. How do you know whether it is going to work out when you meet a new advisor?” asked Mr. Giaconda, a retired CEO. That’s a very good question. Here’s what I […]
Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy […]
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