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

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

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

Identity Theft Tips

Identity Theft Tips

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

read more

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

The Value of a Fiduciary Advisor

The Value of a Fiduciary Advisor

Based on Russell Investments 2017 study

...
read more

The Great Post-Election Market Rotation

The Great Post-Election Market Rotation

Bonds sink as investors bet on an improving economy and value priced stocks.

read more

Client Letter October 2016

Client Letter October 2016

Portfolio Insights: Index and Factor Investing

read more

Client Letter September 2016

Client Letter September 2016

The Election and what it might Mean

read more

Client Letter August 2016

Client Letter August 2016

In July, the stock market continued to rebound from the Brexit correction and experienced a rotation back toward large and medium capitalization growth stocks.

read more

Client Letter May 2016

Client Letter May 2016

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

read more
Featured

Clinton vs. Trump -- Tax Plans Compared

Clinton vs. Trump -- Tax Plans Compared

This is an unbiased comparison of the proposed tax plans for individuals released by Hillary Clinton and Donald Trump. In many ways, their tax policy aligns broadly with the platform of their political party — Clinton wants high-income earners to pay a larger percentage of their income in taxes, while Trump wants to cut taxes for all income levels. 

read more
Featured

Client Letter July 2016

Client Letter July 2016

Midsummer Night’s Market

The good old days, when politicians were civil and worked together, market risk was null, and stock market volatility was low

read more
Featured

Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

...
read more

Brexit...The Investor and Market Fluctucations

Brexit...The Investor and Market Fluctucations

June 24, 2016

I have no doubt the markets will process Brexit over ensuing days and weeks, and there will be additional volatility related to the announcement. But it will take years for Britain to actually exit the EU, plenty of time for businesses and markets to adapt.

read more
Featured

Brexit...The Investor and Market Fluctucations

Brexit...The Investor and Market Fluctucations

 

 

June 24, 2016

 

I have no doubt the markets will process Brexit over ensuing days and weeks, and there will be additional volatility related to the announcement. But it will take years for Britain to actually exit the EU, plenty of time for businesses and markets to adapt.

 

read more
Featured

Client Letter June 2016

Client Letter June 2016

Stocks continue rebound from January funk, but bonds flat in May. Our view on market valuations and likely returns. The important dimension of inflation.

Take this to the bank. If indeed we are in a moderate return environment, then the margin for error is smaller, and it is more important than ever to invest in index funds, keep costs low, and to avoid both inertia and opportunity costs associated with active management.

read more

Understanding the Trade Deficit and What it Means

Understanding the Trade Deficit and What it Means

The trade deficit has become a political football leaving many with the perhaps misguided notion that our trade deficit with countries like China and Mexico makes us a loser. As with many things economic, it ain't that simple. Arm yourself with the facts:

read more
Featured

Client Letter April 2016- March Thaw brings Leadership Shift

Client Letter April 2016- March Thaw brings Leadership Shift

 

read more

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

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: