Guest has not set their biography yet

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
2351 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
1215 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
1899 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
2124 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
2369 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
1885 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
1190 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
1151 Hits

Why International Stocks

Why International Stocks

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

read more
1600 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
3196 Hits
Featured

Why International Stocks

Why International Stocks

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

read more
2221 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
1565 Hits

Retirement Readiness: you've got to measure it to manage it

Retirement Readiness: you've got to measure it to manage it

At TWM we’re taking both a top down and a bottom up approach to the problem of retirement readiness. Our hope is that these combined approaches result in progress on the original mandate of 401(k) plans, and the ultimate goal of any retirement plan: retirement readiness through income replacement.

read more
1519 Hits

PowerShares QQQ ETF

PowerShares QQQ ETF

PowerShares (QQQ) is one of the largest and most actively traded ETF’s in the United States. The main objective of the fund is to track the 100 largest, nonfinancial stocks in the cap-weighted Nasdaq-100 index. This being said, QQQ has a strong presence in the technology (55.02%) , consumer discretionary (19.5%) and biotech (15%) sectors, offering a level of diversification that is desired and essential in many portfolios. Take a look in closer detail to the fundamentals of the ETF by clicking here!    

1736 Hits

Online Enrollment in an instant

Online Enrollment in an instant

Have you enrolled in your 401(k) plan? 

...
read more
1132 Hits

Retirement Savings -- Just 1% more can make a big difference

Retirement Savings -- Just 1% more can make a big difference

Increasing your savings by just 1% more now could mean living the retirement you want.

read more
12 Hits

How much should I be saving?

How much should I be saving?

Beginning with the first paycheck you received, you’ve likely been hearing a consistent message from family, friends and employers encouraging you to save for retirement.  While this is certainly invaluable guidance, it’s not clear to most how much should be saved to reach a goal of financial independence.  Are you on track for a successful retirement? 

read more
1073 Hits

Investment Update November 2015

Investment Update November 2015

Shaken Not Stirred

James Bond usually gets roughed up pretty good as he goes about his missions, but invariably comes out golden in the end. And like 007’s infamous martini, global stocks markets were shaken in August and September, only to recover vigorously in October as the S&P had its best month since 2011 with an 8.4% return. 

read more
1268 Hits

Kids Need Financial Role Models

Kids Need Financial Role Models

By Michelle Singletary, Washington Post

...
read more
2557 Hits

Client Letter November 2015: Shaken Not Stirred

Client Letter November 2015: Shaken Not Stirred

James Bond usually gets roughed up pretty good as he goes about his missions, but invariably comes out golden in the end. And like 007’s infamous martini, global stocks markets were shaken in August and September, only to recover vigorously in October as the S&P had its best month since 2011 with an 8.4% return.

read more
2048 Hits

About Us

CLIENT PORTAL

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: