Don't Get too Caught up in the Trump Bump or Slump

Don't Get too Caught up in the Trump Bump or Slump

There’s always one certainty about the stock market. It’ll go up and down.

read more

5 Time-Tested Tactics to save for Retirement

5 Time-Tested Tactics to save for Retirement
By the Editors of Kiplinger's Personal Finance

Follow our stategies to achieve financial Security, then reap the rewards.
 

...
read more

401k Participants Look to Lotto Winners for Withdrawal Advice

401k Participants Look to Lotto Winners for Withdrawal Advice

All who chose annuitized payment happy with their choice

read more

Shocker! (Not): 401k Participants Want Help With Rollovers

Shocker! (Not): 401k Participants Want Help With Rollovers

 

Eight in 10 DC plan participants talk to an advisor

read more
Featured

Buffett: Indexing the Best Choice for Investors Large and Small

Buffett: Indexing the Best Choice for Investors Large and Small

Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders. 

read more

A Wellness Check for your Retirement Plan

A Wellness Check for your Retirement Plan
By Christine Benz | 01-19-2017 

Christine Benz shares the keys to determining if your retirement plan is on track.

read more

How to Prioritize Retirement Savings

How to Prioritize Retirement Savings

Take a step back and look at your household balance sheet to make sure your savings dollars are generating the highest return, says Morningstar's Christine Benz.

...
read more

Fund Focus VEA

Fund Focus VEA

The FTSE 100 Index, which is composed of the 100 largest companies listed on the London Stock Exchange is at a higher level now than during BREXIT. Click Here to check out the performance of the Vanguard FTSE Developed Markets ETF (VEA)

...
read more

Post Election Note

Post Election Note

A quick note in the wake of the Election

read more

Fund Focus DFCEX

Fund Focus DFCEX

DFA Emerging Markets Core Equity Fund (DFCEX)

read more

401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

read more

Want to Be a More "ADEPPT" Investor? Focus on the Things You Can Control.

Want to Be a More "ADEPPT" Investor? Focus on the Things You Can Control.

Savvy planners focus most of their time and attention on managing things they can know and control, and work hard to filter much of the noise associated with investing. At TWM we've developed the acronym “ADEPPTS” to help you focus on managing:

...
read more

Vanguard Value Index Adm

Vanguard Value Index Adm

We are already more than halfway through 2016 and the Value stocks continue to shine bright.

read more

Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

...
read more

Vanguard Small Cap Index Admiral

Vanguard Small Cap Index Admiral

The Vanguard Small Cap Index fund (VSMAX) plays a significant role in your portfolio by offering a level of diversification within the domestic equities allocation at a low cost. Having a properly diversified portfolio can help boost returns over time and even help reduce the volatility of returns you experience. For example, over the past 3 months VSMAX returned 12.39% compared to the Vanguard S&P Index funds return of 9.1%.  See Fund

Vanguard Small Cap Index Admiral

Vanguard Small Cap Index Admiral

The Vanguard Small Cap Index fund (VSMAX) plays a significant role in portfolios by offering exposure to investment factors that have led to higher returns over time: the small cap stock effect, the value effect and the liquidity premium.   a level of diversification within the domestic equities allocation at a low cost. The fund Having a properly diversified portfolio can help boost returns over time and even help reduce the volatility of returns you experience. For example, over the past 3 months VSMAX returned 12.39% compared to the Vanguard S&P Index funds return of 9.1%.  See Fund

Participant Letter June 2016

Participant Letter June 2016

Stocks continue rebound from January funk, but bonds flat in May. Return expectations flat lining after post crisis run.

read more

A Risk Drill for Your Portfolio

A Risk Drill for Your Portfolio

How to assess the big portfolio risk factors, including falling short and not diversifying properly.

read more

Freakonomics: How to Be Less Terrible at Predicting the Future

Freakonomics: How to Be Less Terrible at Predicting the Future

Experts and pundits are notoriously bad at forecasting, in part because they aren't punished for bad predictions. Also, they tend to be deeply unscientific. Moreover, most of us engage in constant forecasting without even realizing it, and that can have an important impact on the way we think about investments. This podcast from Freakonomics Radio will help you rethink the subconscious ways in which we all take forecasting risk. The psychologist Philip Tetlock is finally turning prediction into a science -- and now even you could become a super forecaster.

read more

DFA Emerging Markets Core Equity I (DFCEX)

DFA Emerging Markets Core Equity I (DFCEX)

The DFA emerging markets core equity fund applies a passively managed strategy that offers exposure to a broad base of equities in numerous emerging markets. The fund's main objective is to outperform the MSCI Emerging Markets Index by dipping further into more smaller market capitalization stocks. This sustainable strategy makes the DFA emerging markets fund a great choice as core holding. 

read more

About Us

CLIENT ACCESS

401K PLANS

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Parking Instructions

Social Media: