Myths on Diversification

Myths on Diversification

 Here we delve into five misperceptions about diversification.

read more

Avoiding Disaster

Avoiding Disaster

 

 Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe. 

read more

How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

...
read more

The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.

read more

Latte Factor Calculator

Latte Factor Calculator

The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money. 

read more

DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

Get Snapshot

Featured

Beneficiary Check-UP

Beneficiary Check-UP

When is the last time you checked the beneficiaries of your 401(k) account? 

...
read more
Featured

Investment Update

Investment Update

Watch out What You Wish For

read more
Featured

The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.

read more
Featured

What is GDP?

What is GDP?

This video briefly walks through the basics of what GDP is and how it is calculated.

...
read more
Featured

What is a Tariff?

What is a Tariff?

This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.

...
read more
Featured

Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both. 

read more

As New Tax Laws Take Effect, Check Your Withholding Amount

As New Tax Laws Take Effect, Check Your Withholding Amount
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
read more

Investing Made Simple - Real Estate (REITS)

Investing Made Simple - Real Estate (REITS)
Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
 
read more

Protecting Yourself From Identity Theft

Protecting Yourself From Identity Theft

Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018." 

read more

Planet Money - Inflation

Planet Money - Inflation

This month's Planet Money podcast: The Cost of Life in America. 

read more

What If You Bought Right Before the Market Correction of 1987?

What If You Bought Right Before the Market Correction of 1987?

The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index.

...
read more

January 2018 Investment Update

January 2018 Investment Update

Market Comment: Looking forward and backward.

read more

J.P. Morgan Guide to the Markets

J.P. Morgan Guide to the Markets
I've always found this chart book to be very helpful. 
read more

Five (Easy) Steps to Setting Up a 401(k)

Five (Easy) Steps to Setting Up a 401(k)

Have you been meaning to enroll your company's 401(k) but keep putting it off? 

read more

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: