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Weekly Market Thought of the Week – What Does a Yield Curve Have to Do with a Recession?

By webteam / December 17, 2018 / Comments Off on Weekly Market Thought of the Week – What Does a Yield Curve Have to Do with a Recession?

The markets once again had a tumultuous week. Renewed concerns over trade wars, worries about additional interest rate hikes, and a global economic slowdown were some of the themes driving the volatility. Another key driver of this week’s market sell-off was the yield curve, which has been a hot topic lately because of its alleged…

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Stay on Top of Holiday Spending

By webteam / November 21, 2018 / Comments Off on Stay on Top of Holiday Spending

  With Thanksgiving behind us, the holidays are quickly approaching. Before you become tangled in string lights and overwhelmed by the red and green, first think about setting a holiday budget for the upcoming season. When you’re in retirement, without the steady stream of income from your paychecks, you find yourself having to plan further…

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2 Key Questions for Your Retirement Happiness

By webteam / September 26, 2018 / Comments Off on 2 Key Questions for Your Retirement Happiness

If you’re approaching or already in retirement, it’s always a good idea to re-visit your goals and overall plans for the future. The great thing about retirement is that you are your own boss. But, that can also be a dangerous thing about retirement, if you aren’t willing to take charge and really push yourself…

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3 Helpful Tips for Preserving Your Wealth

By webteam / September 19, 2018 / Comments Off on 3 Helpful Tips for Preserving Your Wealth

Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. According to a recent retirement survey by the Insured Retirement Institute, 41% of Baby Boomer participants stated “monthly guaranteed income” as the #1 or #2 most important trait for their retirement investments. Having a…

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Making and Accomplishing Your Retirement Bucket List

By webteam / September 12, 2018 / Comments Off on Making and Accomplishing Your Retirement Bucket List

  One of my favorite movies, The Bucket List, shows costars Morgan Freeman and Jack Nicholson embarking on the journey of a lifetime to accomplish all the things they want to do in life with the time they have left. After receiving devastating diagnoses, they decide to go skydiving, travel on an African safari and…

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Planning is the Key to Your Retirement Masterpiece

By webteam / September 5, 2018 / Comments Off on Planning is the Key to Your Retirement Masterpiece

We all have retirement dreams and personal goals. For some of us, that means biking across Europe, or hang-gliding off the coast of Morocco. But for others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily…

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Trade Wars

By webteam / August 29, 2018 / Comments Off on Trade Wars

There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in previous years, but that calm may end as as there have been ongoing discussions about tariffs with global trade partners.1 In the past, the presidential power…

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Massachusetts Job Trends

By webteam / August 22, 2018 / Comments Off on Massachusetts Job Trends

For decades, young people were told college was the surest route to financial success as an adult. Get a degree, get a good job.  However, this formula seems to be broken. During the recession, jobs for recent college graduates were scarce, causing many to continue their higher education and sink deeper into student loan debt.…

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Trends in Real Estate

By webteam / August 15, 2018 / Comments Off on Trends in Real Estate

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1 In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents included townspeople, friends, poor married couples, other people’s children,…

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Takeaways From the 2018 Berkshire Hathaway Annual Meeting

By webteam / August 8, 2018 / Comments Off on Takeaways From the 2018 Berkshire Hathaway Annual Meeting

As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…

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