Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.”                                                                                                           Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource.  Information is at our fingertips and with each passing generation it becomes more and more...Read More

Jeffrey Roberto, MBA, CMFC, CFP® Director of Client Services Five years ago, my oldest child, Jeff, started high school.  My wife and I were so proud of our ninth-grader — and then we started to panic.  Not about the looming college application process, although that was stressful too.  We had suddenly realized that we hadn’t...Read More

“I’m convinced that before the year 2000 is over, the first child will have been born on the moon.” –Wernher von Braum (1912 –1977) German Rocket Scientist Predicting the future is difficult, if not impossible, especially when one selects a specific time in the future for that event to happen. I have observed over the...Read More

In The End, Everything Will Be All Right! Or Will It?   The Best Exotic Marigold Hotel is a movie about a group of newly retired folks who through misfortune or a lack of proper planning and saving for retirement find themselves in a financial shortfall that requires them to look for a more affordable...Read More

Annual Due Diligence on Your Estate Plan   Having been in the financial planning business for more than two decades now allows me to observe things that are easily overlooked.  It’s not uncommon for us to review a new client’s estate planning documents that were prepared immediately after a divorce five years ago and find...Read More

The markets struggled during the first quarter but managed to produce rather muted returns, but not without some volatility. The S&P 500 was down over three percent in January before recovering.  Our globally balanced portfolios managed to produce about 1.5% return on average for the quarter. Stocks did reasonably well in the first quarter with...Read More

Retirement Tips and Misconceptions Christopher R. Wills, CPA, CFA, CFP® Director of Wealth Management What does your retirement dream look like? It could be sipping coffee on the deck of a beach house in Cape Cod, or perhaps finally getting the opportunity to travel the world. Maybe it’s just living worry-free when it comes to money....Read More

What’s Your Identity? Ronald Rogé, MS, CFP® Chairman & CEO To answer this question, you also need to answer some other questions—Who am I?  How do you look at yourself and your relationship to the world?  What is your dominant role in life?  While most people have many such roles, e.g., mother, father, daughter, son,...Read More

We ended the year with a strong fourth quarter return for domestic equities and to a lesser extent international equities. For the last four months of the year, we didn’t see much movement in fixed income, as the markets remained quiet. Overall, 2013 was a very good year for client portfolios, thanks to equities (stocks),...Read More