Basic Financial Concepts

Basic Financial Concepts

These two basic concepts are key to having a successful financial future. 

read more

Participant Letter June 2015

Participant Letter June 2015

This month's participant letter provides an update on the plan's investments so far this year, and Bruce Thompson talks about some risks to be aware of...

read more

Emerging Markets Focus

Emerging Markets Focus

Your portfolio gains exposure to emerging markets through mutual fund investments. This article by Burton Malkiel of Princeton covers the fundamental reasons for including emerging markets funds in a well diversified portfolio...

read more

Debit vs Credit

Debit vs Credit

Confused about debit cards vs. credit cards?  Wondering which is best for you?  Debit or Credit...

Buy or Lease

Buy or Lease

Unsure whether to buy or lease your next car?  Click here for guidance...  Buy vs Lease

Asset Allocation: Cooking with Index Funds

Asset Allocation: Cooking with Index Funds

Asset allocation -- the mix of cash, bonds and stocks in a portfolio -- determines the spectrum of returns you will experience. Here's a great insight from Jack Bogle, founder of Vanguard...

...
read more

Loomis Bond -- Interview with Dan Fuss

Loomis Bond -- Interview with Dan Fuss

This interview with Dan Fuss, who has managed Loomis Bond Institutional to a 9.7% annual return since opening it 24 years ago, appeared in Forbes, May 25, 2015 issue.

...
read more

Excellent financial literacy website for younger consumers

Excellent financial literacy website for younger consumers

Looking for an unbiased source of knowledge for expanding financial literacy for you, your children, your grandchildren?  

read more

The Power of Compounding

The Power of Compounding

Einstein called compounding the most powerful force in the universe. Find out why starting now is a good idea!

...
read more

Tax Savvy Investing

Tax Savvy Investing

The value added through efficient tax management of investments.

read more

Principles for Investment Success Whitepaper

Principles for Investment Success Whitepaper

Our time tested keys to investment success.

...
read more

Cost of a College Education

Cost of a College Education

Updated figures on the cost of a college education.

read more

How much should I save for retirement?

How much should I save for retirement?

How much should you save for retirement?  With a persistent emphasis on the need to save for retirement, it is also important to consider how much you should be saving for retirement.  Well-respected economists at Morningstar have developed savings rate guidelines to assist… 

read more

How much can I contribute to my 401(k)?

How much can I contribute to my 401(k)?

How much can I contribute to my 401(k)?  A 401(k) plan, also known as a defined contribution or DC plan, is a great way to save for a secure future, but there are limits to how much you can save each year…

read more

Should I invest or pay off my credit card?

Should I invest or pay off my credit card?

Should I invest or pay off my credit card?  There are always many demands on your paycheck, but a big question is whether to focus on today (credit card debt) or tomorrow (saving for retirement).  The answer involves balance…

read more
Featured

Performance Gap: The High Cost of Thinking Short-Term

Performance Gap: The High Cost of Thinking Short-Term

Here's a great article from Sunday’s New York Times about one of the key points we talked about in your plan's educational seminar. Why does the average fund investor underperform market indexes so badly? What can you do to close the performance gap?

read more

Using the Ascensus Retirement Calculator

Using the Ascensus Retirement Calculator

In addition to saving for retirement, its important to periodically check if the amount youre saving is on track to cover your future retirement needs. Ascensus offers a Retirement Plan Calculator on their website which calculates an estimate of how much youll need for retirement based on your age, plan balance and the amount you are regularly contributing to your plan. Are you on track to reach your goals?

read more
Featured

Target Allocation Portfolios Brochure

Target Allocation Portfolios Brochure

Life and work are so busy these days, its no wonder that investment planning often falls to the bottom of the list. Your plans Target Allocation Portfolios offer a single-choice approach to retirement investing and an easy way to achieve immediate diversification based on your risk profile...

read more

Einstein: Compound Growth the Most Powerful Force

Einstein: Compound Growth the Most Powerful Force

Albert Einstein called compound interest the most powerful force in the universe.

...
read more

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

...
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: