What My Leaf Blower, Inflation, and Economic Gyrations Have in Common
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 [...]
President’s Message
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, [...]
Required Minimum Distributions under the SECURE Act
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 [...]
The Long View
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 [...]
President’s Message
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 [...]
Protecting Yourself from Scams
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 [...]