Featured

Market Update-October 2020

Market Update-October 2020

While stocks retreated a bit in September, they were up for the quarter with bonds roughly flat. 

read more

401k Second Quarter Review

401k Second Quarter Review

July Review of the Second Quarter.  

2019 Market Commentary

2019 Market Commentary

In Spite of Healthy Returns, 2019 Wasn’t Easy

read more

Investment Funds Review, 2018

Investment Funds Review, 2018

Fixed Income

read more

DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

Get Snapshot

Featured

Investment Update

Investment Update

Watch out What You Wish For

read more

Post Election Note

Post Election Note

A quick note in the wake of the Election

read more

401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

read more

Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

...
read more

Participant Letter June 2016

Participant Letter June 2016

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

read more

Participant Letter April 2016

Participant Letter April 2016

March Thaw brings Leadership Shift

Corrections in the stock market often herald a change in marker leadership. Indeed, the first quarter saw a shift in performance of many of the asset sectors that make up a diversified portfolio. 

read more
Featured

W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

read more
Featured

A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom

read more

Even Steven

Even Steven

Are you really worse off after the recent drop in stocks? 

From the perspective of your overall financial health, a big jump in stock prices ain’t all it’s cracked up to be. Nor is a drop in stocks as damaging as you might fear. This is the “Even Steven” concept – you lose something in one part of your plan, but you gain it back in another.

 

read more

Participant Letter February 2016

Participant Letter February 2016

 You Find out Who's Been Swimming Naked When the Tide Goes Out

read more

The Do's and Don'ts of a Market Correction

The Do's and Don'ts of a Market Correction

JP Morgan: "The market is going to fluctuate"

read more

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

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

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

Investment Update October 2015

Investment Update October 2015

Several years of unusual calm in equity markets gave way to a succession of sharp swings in the last quarter as investors reacted to a plethora of concerns. The net result was the worst quarter in four years with the Vanguard Total Stock Index tumbling 7.3%, and the Vanguard Total International Index losing 11.6%.

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: