Recent Blogs

Time to do the Math

May 15, 2020

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 impacted by the pandemic roiled financial markets.  Much of the discussions centered around the ongoing economic uncertainty and what, if any, changes may need to be […]

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The Corona Pandemic: Emerging From the Crisis

May 8, 2020

“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 Francis of Assisi, they are probably as profound as they’ve ever been as the world faces the calamity of the Covid-19 pandemic.    In this troubling […]

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Finding the Silver Lining

May 1, 2020

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 Wall Street and how those issues effect folks like us on Main Street.  Over the years, we have discussed issues such as market volatility, downside risk […]

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Roth IRA Distributions: Be Sure to Read the Fine Print

April 28, 2020

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 yet another shopping trip. This trip meant spending some of the money they received from their grandparents as Christmas gifts. Phoebe also wanted to return […]

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Financial Planning in A Recession: Managing Downside Risk

April 24, 2020

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 of us have stocked up on grocery staples, like food, paper towels, bleach, cleaning supplies, etc. Who would have ever thought that rationalizing toilet paper […]

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The Student Loan Crisis

April 17, 2020

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 just about every walk of life.  Despite the differences in their backgrounds, they all share some common goals.  They all thrist for a financial system to help […]

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A Certified Financial Planner . . . The Good, the Bad, & the Ugly

April 10, 2020

I have always been a reader. I like it. One of the benefits of being stuck in the house for what seems to be eternity with three teenagers is that I find myself spending more quality time reading. So, after supper the other night I found myself in the den reading industry articles on financial […]

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The CARES Act and SBA Programs Whitepaper

April 6, 2020
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Now Is the Time!

April 3, 2020

In the past, when I’ve been stressed out or troubled about some impending problem, I’ll sometimes glance over at my French bulldog, Louie . . . and think.  I think how it must be really awesome to be a Louie.  He is a good dog, great with the kids, but there’s not much worrying going on in […]

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