Summary: Discover the current state of the U.S. stock market and strategies for investing in an overpriced market. Learn how to diversify and avoid risks.
Summary: Discover the investment strategy that Warren Buffett considers a game-changer. Learn why index investing, pioneered by Jack Bogle, has gained popularity among investors, offering
Summary: Discover the benefits of diversifying your investment portfolio with foreign assets and the importance of investing in overseas stocks and bonds.
Summary: Discover the significance of a reasonable rate of return for your retirement funds and how stocks and bonds can impact your portfolio and income
Summary: Discover the 2022 overview for investors and the outlook for 2023. Find out how diversification may help, and learn about potential risks and opportunities.
Retired with a Substantial 401(k) balance? Here’s What You Need to Know About Getting the Income You Need
Summary: As a retiree with a substantial 401(k) balance, you need income, not growth. But with interest rates low, where do you go for income?
Summary: Learn about the predictive power of the inverted yield curve in forecasting recessions, according to finance professor Campbell Harvey from Duke University.
Summary: Learn about wealth management and the services available to individuals and families with significant assets. Discover strategies for managing and growing wealth, minimizing tax
Tim has offices in Boston and South Dartmouth, Massachusetts. He’s licensed to handle securities in 8 states: Massachusetts, Rhode Island, New Hampshire, New York, New Jersey, Connecticut, Maine, and Florida.