Guest has not set their biography yet

GE's Move to Boston. Why It's Important.

GE's Move to Boston. Why It's Important.
What it Says About the Way Our Economy is Changing

Great article by Michael Porter of Harvard Business School about the importance of GE's decision to relocate its headquarters to Boston, not just because of what GE brings, but because of why it is coming.

GE's transformation over the last decade reflects how manufacturing is changing, the good things that portends for our economy and our competitiveness in global markets, but also the disruption it brings. Increasingly, the have and have not's will align along those who embrace change, and those stuck in old ways of thinking.

This has powerful implications going forward for our human capital -- one of our most valuable assets. 

read more
1362 Hits

A new year, a new way to think about your retirement savings - as lifetime income..

A new year, a new way to think about your retirement savings - as lifetime income..

Have you checked the Ascensus website for an estimate of your lifetime income?  This is a great way to look at your retirement nest egg.  

read more
734 Hits

Why is it so important to Save for Retirement?(Part 2)

Why is it so important to Save for Retirement?(Part 2)

 According to the Social Security Administration, nearly 90% of people 65 and older receive monthly Social Security benefits with the average monthly benefit equal to $1,335. 

read more
684 Hits

The Do's and Don'ts of a Market Correction

The Do's and Don'ts of a Market Correction

JP Morgan: "The market is going to fluctuate"

read more
773 Hits
Featured

Dos and Don'ts of a Market Correction

Dos and Don'ts of a Market Correction
 The best advice is too boring for TV, and not profitable enough on Wall Street.

Given recent weakness in the stock market, and financial media’s tendency to magnify every normal wiggle, this is as good a time as any to revisit some long term perspectives, and some of the do’s and don’ts of a market correction.

read more
974 Hits

Fund Focus: Vanguard REIT Index Fund

Fund Focus: Vanguard REIT Index Fund

The vanguard REIT Index fund is one of the least expensive ways to gain exposure to the real estate equity market. Even though this fund has seen more volatility in the last twelve months when compared to the average REIT fund, the risk-adjusted return has also been higher. The index fund's performance has replicated this by being one of the leading performers in it's category for the 3, 5, and 10 year periods. 

read more
1140 Hits

The Surprising Relationship Between Taxes and Charitable Giving

The Surprising Relationship Between Taxes and Charitable Giving

Researchers have been studying how taxes lead people to donate - or not. Here are the subtle and surprising results.

by Andrew Blackman

read more
2104 Hits

Client Letter January 1, 2016: Axiomatically Speaking

Client Letter January 1, 2016: Axiomatically Speaking
Patience will be a virtue in 2016. You find out who's been swimming naked when the tide goes out.

Your investment portfolio has been planned carefully within your financial and behavioral ability to accept risk. But the same can't be said for all investors, many of whom got too greedy in the last few years' bull market. They'll be forced to run for cover when the tide shifts. If you play it cool, you can benefit from their errors.

read more
897 Hits

A Yale Economist Wants to Make You a Better Philanthropist

A Yale Economist Wants to Make You a Better Philanthropist

Dean Karlan's ImpactMatters hopes to help prospective donors give smarter, better and more often.

read more
1838 Hits

These Charts Can Help You See What The Fed is Doing

These Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

read more
955 Hits

These 7 Charts Can Help You See What The Fed is Doing

These 7 Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

read more
1594 Hits

Giving from the heart—done smart

Giving from the heart—done smart

 Charitable giving can be a win-win for your charities and you.

read more
1708 Hits

The Key to Getting People to Donate to Charities: Don’t Push It

Surprisingly, fundraisers may get more money by asking for a tentative pledge rather than a definite one.

By James Andreoni and Marta Serra-Garcia

read more
1830 Hits

How to Give Big to a Small Charity

How to Give Big to a Small Charity

Large donors can make a real difference to a minor nonprofit, but also create real headaches.

By Anna Prior

read more
1495 Hits

Better than Duct Tape

Better than Duct Tape

Does Your Retirement Plan have a Leak?

 Fix It by Using the Power Tools Available Online

read more
942 Hits

Investment Update December 2015

Investment Update  December 2015

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.

read more
867 Hits

Why International Stocks

Why International Stocks

Take full advantage of the diversification and return potential of foreign stocks. 

read more
1292 Hits

Great Ways to Give Investments to Kids

Great Ways to Give Investments to Kids

There are a growing number of investment options that make it simple and cost effective to give financial gifts to kids. Quite a few of these options are aimed at tech-savvy investors. 

 

read more
2601 Hits
Featured

Why International Stocks

Why International Stocks

Take full advantage of the diversification and return of foreign stocks.  

read more
1749 Hits

Client Letter December 2015

Client Letter December 2015

Employment Data, the Truth behind the Headlines
Terror attacks and the Market 

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.  

read more
1316 Hits

About Us

CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

 Here we delve into five misperceptions about diversification. ...

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: