Investment Advisor

Investing In an Overpriced Stock Market

Investing In an Overpriced Stock Market

The U.S. stock market has come a long way from its Great Recession low. That low, when the S&P 500 bottomed out at 666 on March 9, 2009, is called “the Haines’ bottom,” named after legendary CNBC anchor Mark Haines, who called the bottom of the market’s plunge on...

2021 Outlook for Stocks and Bonds & 2020 Recap

2021 Outlook for Stocks and Bonds & 2020 Recap

Thankfully 2020 is over. I hope you and your family made it through unscathed. I have been working from home at our place in S Dartmouth most of the year. It has more room than our place in Boston, and social distancing is more manageable. I have done some Zoom...

Asset Management

Asset Management

Step 1: Review Your Current Investments I use fi360’s Proposal Report™ to compare your current holding to a portfolio developed from your risk tolerance. The review can Include all of your accounts: 401(k), IRA, 403(b), annuities, brokerage accounts, mutual funds,...

Fee-Only Fiduciary Financial Advisor

Fee-Only Fiduciary Financial Advisor

Many financial advisors are registered as both representatives of a broker-dealer and as investment-advisor representatives of an investment advisor. Investment advisors are fiduciaries who owe the client a higher oath of loyalty. They must act in their clients’ best...

Investing In Foreign Stocks and Bonds

Investing In Foreign Stocks and Bonds

Because different countries have different currencies, overseas travel is usually more complicated than domestic travel. Likewise, overseas investing is more complicated than domestic investing. However, just as foreign travel adds diversity to your travel...

Active vs Passive Fund Investing

Active vs Passive Fund Investing

Warren Buffett once said of Jack Bogle, the founder of The Vanguard Group and inventor of index investing, ‘If a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle.’ Sadly, Jack Bogle...

If you’re concerned about your financial future, let’s talk

If you’re concerned about your financial future, lets talk