Thinking Aloud

Timely Views

Investment Clarity

Investment Highlights

Life & Personal Finance

Must Reads

No post has been created yet.

What's Up at TWM?

Impact & Philanthropy

Parents & Children

GenVest

Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

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 Danger in Private Real Estate Investments

The Danger in Private Real Estate Investments

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers

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

Don't Abandon International Diversification

Don't Abandon International Diversification

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.

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

Planet Money - Inflation

Planet Money - Inflation

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

read more

Opportunities and Incentives under the Tax Cuts and Jobs Act

Opportunities and Incentives under the Tax Cuts and Jobs Act

FYI, great summary of a little known aspect of tax reform which allows investors to defer gains (and receive a 15% step up in basis) by rolling all or a portion of the gains into low income community funds, eg Qualified Opportunity Zones.

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

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

Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

...
read more

Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

read more

Identity Theft Tips

Identity Theft Tips

 To prevent/minimize the impact of data breaches and identity theft:

read more

How Index Funds Trim your Tax Bill

How Index Funds Trim your Tax Bill

Here’s a plus for passive investingover active: lower taxes.

...
read more

TWM Video for your college Graduates


Don't Get Too Caught up in the Trump Bump or Slump

Don't Get Too Caught up in the Trump Bump or Slump

Political issues shouldn’t play a large role in long-term strategy

read more

How do I steer my college grad onto the right financial path

How do I steer my college grad onto the right financial path

How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.

read more

About Us

CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

Investing a lump sum of money comes down to the question of your tole...

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: