Digital Asset Protection

Digital Asset Protection

Traditionally, we've focused on your physical and financial assets.  However, these aren’t the only assets that need attention – you should also think about protecting your digital assets.  

read more

Q4 2014 401(k) Plan Participant Letter

Q4 2014 401(k) Plan Participant Letter

 The personal rate of return, which each participant can view by logging in to their account on the plan website, offers the best information because it takes into account your individual deposits and withdrawals which means your performance will differ a bit from your fellow employees. 

read more

Q3 2014 401(k) Plan Participant Letter

Q3 2014 401(k) Plan Participant Letter

 Derek Jeter, the iconic star of the New York Yankees, retired this season after 20 years in the major leagues. Many attributes displayed by Jeter during his baseball career translate to the invest- ment arena.

read more

What Researchers Learned from Visits to Financial Advisers

What Researchers Learned from Visits to Financial Advisers

The National Bureau of Economic Research recently sent actors to visit Boston-area financial advisers to seek advice on how to invest their retirement savings. Here's what they found.

read more

Q2 2014 401(k) Plan Participant Letter

Q2 2014 401(k) Plan Participant Letter

JP Morgan once was asked his opinion on stock prices, and he famously replied, They will fluctuate.But US stocks haven't experienced even a 10% correction in 3 years. Thats unusual but not unheard of.

read more

Q1 2014 401(k) Plan Participant Letter

Q1 2014 401(k) Plan Participant Letter

 After a frosty January, the S&P 500 and the eponymous Van- guard 500 Index Fund warmed up to finish the first quarter with a middling gain of 1.8%.

read more

About Us

CLIENT ACCESS

401K PLANS

Thinking Aloud Blog

 To prevent/minimize the impact of data breaches and identity th...

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: