Guest has not set their biography yet

The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

By John Rekenthaler | 01-31-17 | 06:00 AM | 

read more
632 Hits

The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

 

By John Rekenthaler, Morningstar | 01-31-17 | 06:00 AM

read more
0 Hits
Featured

Invest a Lump Sum Now or Average In?

Invest a Lump Sum Now or Average In?

When clients receive a large lump sum of cash, such as from a pension payout, bonus or asset sale, historical evidence suggests that the best decision is to invest the sum all at once according to an investor's asset allocation plan. Many investors nevertheless choose to put the money to work over time, hopefully using a systematic implementation. This research article from Vanguard explores the costs and benefits of both strategies to help guide what is a frequent decision faced by our clients.

read more
627 Hits

Federal Estate Tax Reduced, But What About State Taxes?

Federal Estate Tax Reduced, But What About State Taxes?

The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now shield as much as $10.98 million from federal estate tax.

read more
515 Hits

The Great Post-Election Market Rotation

The Great Post-Election Market Rotation

Bonds sink as investors bet on an improving economy and value priced stocks.

read more
616 Hits

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
841 Hits

Post Election Note

Post Election Note

A quick note in the wake of the Election

read more
754 Hits

Time for a Medicare Check-Up

Time for a Medicare Check-Up

The article "Now is the time for an annual Medicare check-up" from Goodcare.com provides a valuable reminder to take advantage of the upcoming open enrollment period for Medicare. The temptation with all insurance is to “set it and forget it”.  With medical insurance, it is especially important to adjust your health insurance as your health evolves.  The upcoming enrollment period which opens on October 15 is a great opportunity to review your coverage.  Those of you who haven’t reached age 65 aren’t off the hook for this.  Many of your employers also have open enrollment periods approaching before the end of the year so a review of your coverage is also a good idea.  As always, please let us know how we can help.

1071 Hits

Retirement Savings Options: Traditional vs. Roth

Retirement Savings Options: Traditional vs. Roth

This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option.

read more
929 Hits

Fund Focus DFCEX

Fund Focus DFCEX

DFA Emerging Markets Core Equity Fund (DFCEX)

read more
924 Hits

401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

read more
812 Hits

Client Letter October 2016

Client Letter October 2016

Portfolio Insights: Index and Factor Investing

read more
946 Hits

Client Letter September 2016

Client Letter September 2016

The Election and what it might Mean

read more
1007 Hits

Client Letter August 2016

Client Letter August 2016

In July, the stock market continued to rebound from the Brexit correction and experienced a rotation back toward large and medium capitalization growth stocks.

read more
965 Hits

Client Letter May 2016

Client Letter May 2016

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

read more
672 Hits
Featured

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

Want to Become 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
1037 Hits

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
884 Hits
Featured

Clinton vs. Trump -- Tax Plans Compared

Clinton vs. Trump -- Tax Plans Compared

This is an unbiased comparison of the proposed tax plans for individuals released by Hillary Clinton and Donald Trump. In many ways, their tax policy aligns broadly with the platform of their political party — Clinton wants high-income earners to pay a larger percentage of their income in taxes, while Trump wants to cut taxes for all income levels. 

read more
1064 Hits
Featured

The post-truth world: Yes, I'd lie to you-The Economist

The post-truth world: Yes, I'd lie to you-The Economist

Required reading. Forget the highlighter, the whole thing would be yellow.

Obviously the post truth political environment is troubling, but it affects how investment information is disseminated, which we've tried to make you aware of. How do we protect the integrity of our own thinking and ability to remain objective?

read more
1730 Hits

MIT, NYU, Yale Sued Over Retirement-Plan Fees

MIT, NYU, Yale Sued Over Retirement-Plan Fees

 Suits claim plans breached duties by stocking investment menus with retail mutual funds

read more
887 Hits

About Us

CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

For the 10-year period 2008 through 2017, a very wide dispersion in r...

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: