It has been a very busy couple of weeks as the financial markets have had to digest our ongoing national crisis, and what that means for the economy. In this video I look at market volatility [...]
On March 16 Governor Charlie Baker announced a $10 million loan fund to provide relief for Massachusetts based businesses with under 50 employees. The complete Terms and Conditions, and how to [...]
The Federal Reserve cut the key US Interest rate by 1/2% today. This, plus the recent trend in yields, presents an opportunity for those with mortgages to refinance at a lower rate. There are [...]
After a strong market return in 2019 many investors are fearful of increased market volatility. The truth is that no one knows what the stock market is going to do today, tomorrow or at any point [...]
Happy New Year, everyone! I know many of you have financial goals for the new year and those almost always include additional savings. Here are the contribution limits for common retirement plans [...]
In my industry a mega-merger was announced this morning with Charles Schwab acquiring TD Ameritrade (Bloomberg Article) in an all stock deal. This does not directly effect me or my clients [...]
This article is brought to you by John Costanzo, Esq., who helps families develop and craft a comprehensive estate plan. If you have questions or would like to discuss your estate plan, he can be [...]
Yesterday the US stock market took it on the chin with the major indices were all down in the 2.5% to 3.0% range. What was the cause of the selloff? If you listened to the nightly news you heard [...]
When a loved one passes away one of the more difficult and stress inducing tasks is having to settle the financial estate. Not only are you going through the natural grieving process but knowing [...]