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

Client Letter October 2013

Client Letter October 2013

Perspective Amid Worst-Case Forecasts

Now that the market is some 20% higher than it was on January 1st, how many even remember the "fiscal cliff" concerns that caused the market correction last fall? Doomsday scenarios on the budget deficit erroneously analogize the fiscal condition of the entire country to the condition of a household.  They fail to recognize the country's valuable tangible and unique intangible assets, supported by an unparalleled history of innovation.  The present wave of innovation may be entering a new phase of deployment rendering current budget assumptions meaningless.

read more

Client Letter September 2015

Client Letter September 2015

After pronounced ups and downs in the last five months, markets surged in September. Stocks ended the quarter with a return of 6.27% and 21.45% for the year to date.

read more

About Us

CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

I've always found this chart book to be very helpful.  ...

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: