July 29, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant
The first half of 2022 was a disheartening experience for all of us. As the personal Quarterly Review that accompanies this report attests, your investment […]
July 1, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant
It’s no secret that I think people in general are way too fixated on myopic, short-term outlooks. They’re not patient or disciplined enough to take […]
May 28, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant
We would like to wish you a safe, relaxing Memorial Day weekend, and a wonderful summer to follow.
Last year, long before this current downturn started, I […]
April 30, 2022
Article By https: Mark A. Ward, CFP®, ChFC®, RICP®
Artwork by Daisy Lopez, Staff Accountant
The IRS Releases the Long-Awaited Secure Act Required Minimum Distribution (RMD) Rules for Public Comment
In brief:
March 31, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant
In our missive of last month, which was actually a re-publication of my President’s Message for our Q4 2021 Report – and therefore written before the […]
February 26, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant
If the second year of this pandemic taught us anything, it’s that the pace of disruption in our world isn’t slowing down any time soon. On […]
January 29, 2022
Article By Shelby Holt, Client Services Specialist
Artwork by Daisy Lopez, Staff Accountant
While cyber scams have been around since the invention of the internet, these scams have become part of our daily lives now more than ever. […]
September 30, 2021
Article By Thomas Twombly
Artwork by Daisy Lopez, Staff Accountant
Financial Myths Part 3:
An Advisor’s Primary Value is in Managing your Portfolio.
When folks reach out to us it’s usually because they have been handed a challenge. They’re facing […]
July 30, 2021
Article By Thomas Twombly
Artwork by Daisy Lopez, Staff Accountant
“There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.”
– John Kenneth Galbraith
I came across this quote in the […]
June 30, 2021
Article By Thomas Twombly
Artwork by Daisy Lopez, Staff Accountant
Financial Myths Part 2:
It’s All About Your Biggest Goals and Dreams.
To create a plan of any kind, you have to know the ultimate destination you are trying […]