President’s Message – July 31, 2020
By Thomas Twombly I identify as a “grim optimist.” I don’t recall when I first heard that term used, but it instantly struck me as a perfect descriptor for my general approach to life. [...]
Changing Tomorrows
By Anthony Guzman July 31, 2020 It just doesn’t quite feel like summer this year. Maybe your plans got cancelled or, like me, you have kids running around the house while you’re trying to [...]
Why the Pandemic is a good test drive of old age
By Cass Grange June 27, 2020 In the first weeks of the shut down, I told my husband and friends that this is a good practice retirement. We are spending more time at home, alone [...]
President’s Message | April 29, 2020
By Thomas G. Twombly Like many people recently, I’ve spent some time thinking about what’s important as we grope our way through this unnerving new existence. I’ve wondered what lessons we might draw from [...]
The CARES Act for COVID-19 Economic Aid
By Bleckley Dobbs, CFP®, RICP® April 25, 2020 On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES” Act) into law. The more than $2 trillion package seeks to [...]
Our Response Regarding COVID-19
By Thomas G. Twombly March 20, 2020 To all our precious clients and friends, I am writing to you amid one of the most challenging environments any of us has experienced in a long, [...]