
Fiduciary Standard Expansion Law
Last week I wrote about the difference between the fiduciary standard and the suitability standard. I explained that brokers and brokerage houses are only required to give advice that is…
Last week I wrote about the difference between the fiduciary standard and the suitability standard. I explained that brokers and brokerage houses are only required to give advice that is…
This pandemic is causing challenges on all fronts with all the Cutter’s cooped up. The other day I went looking for my favorite snack that my daughter, Sophie, and I favor…
Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to…
Well, another milestone for Cutter Financial this week. Maeve, our oldest daughter, who was officially our “Chief” landscaper since she was 13 has now been promoted to “Summer” intern while on…
Jen and I have been extremely busy over the past few weeks talking “virtually” with clients to review their financial systems and to discuss how each of them has been…
“Seek first to understand, then to be understood.” Whether you attribute those words of wisdom to Stephen Covey’s “Seven Habits of Highly Effective People” or further back in time to Saint…
You know, this week marks a milestone for us. This week marks the seventh year that you and I get together each week to break down the complicated issues of…
With Christmas in the rearview window, the Cutter family leapt into 2020 with renewed energy and enthusiasm. For Sophie and Phoebe, this included heading back to the Braintree Mall for…
You know, in light of the dramatic events surrounding the COVID-19 pandemic, many, if not most of us, have begun practicing all sorts of ways of managing our downside risk. Many…
It is hard to believe that I have been in private practice now for about twenty years. In that time, I have had the fortune to have worked with folks from…