508-277-5847 [email protected]

Case Study

Fee-Only or Commission What is Best for You?

Fee-Only or Commission What is Best for You?

Fee-Only or Commission What is Best for You? 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...

read more
Investing In an Overpriced Stock Market

Investing In an Overpriced Stock Market

Investing In an Overpriced Stock MarketThe 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...

read more
Retirement Plans for Self-Employed

Retirement Plans for Self-Employed

Retirement Plans for Self-EmployedCoronavirus For the time being a phone, Zoom, Skype, or email is replacing in-person meetings.Self-employment can be risky, but it can be made less so with good retirement-saving options. I want to give some love...

read more
Investing In Foreign Stocks and Bonds

Investing In Foreign Stocks and Bonds

Investing In Foreign Stocks and BondsBecause 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...

read more

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