• 781-740-1199

Skip to Content

The Chart Room

Markets Have Three Virus Scenarios to Consider

As the health emergency of Covid-19 develops, Aaron Brown of Bloomberg.com looks at how this illness and its impact on the world economy could effect investment portfolios.

Read the Article

Plan for Long-Term Care

Is long-term care (LTC) insurance a good investment? Writing for AARP The Magazine, Suze Orman looks at the pros and cons of obtaining LTC Insurance.

Read the Article

Do We Face a Retirement Crisis?

Writing for Advisor Perspectives, Joe Tomlinson looks at the current state of retirement spending. What are the trends? What spending and saving habits are considered in retirement planning?

Read the Article

How Do Expenses Change in Retirement?

Morningstar contributor Christine Benz takes a look at spending trends of retirees in this recent article. In the article she looks at how individuals can determine when they are ready to retire – what she defines as retirement readiness.

Read the Article

Bloomberg Update on the Fiduciary Rule

As defined by Investopedia.com, the Fiduciary Rule states that financial advisors must act in the best interest of their clients and put the interests of their clients ahead of their own.  This rule, issued in 2016 by the Department of Labor, has come under review.  Bloomberg’s recent article on the topic written by Katherine Chiglinsky outlines the history, importance and current state of the Fiduciary Rule.

Read the Article

Some Women Attain an Enviable Status: 401(k) Millionaire

Writing for the New York Times, Tara Siegel Bernard looks at the rise of women 401k millionaires. The articles looks at recent trends that explain the success of more women reaching this financial goal.

Read the Article

Helping Women Over 50 Face Their Financial Fears

This recent article written by Abby Ellin for the New York Times looks at resources available to help women manage their resources and plan for the future. The article highlights seminars and lectures that guide women in advocating for their financial health and their family’s affairs.

Read the Article

You’ll Probably Live to Be 100. Here’s How You Need to Prepare For It

On average, we are living longer, healthier lives. Can our financial resources keep pace? Peter Vanham of the World Economic Forum reviews a recent study into this topic published by Lynda Gratton and Andrew Scott of the London Business School.

Read the Article

It’s Time to Ignore Advice About Which Stocks to Buy in 2017

Writing for the New York Times economics and politics website “The Upshot,” Damon Darlin analyzes the 2016 stock picks of several experts. How did they stack up to the S&P Stock Index? What insight could it provide for 2017 investments?

Read the Article

For Millennials, Adulthood Now Defined by Financial Freedom

Writing for Reuters, Bobbi Rebell examines the financial goals of the Millennial generation. What type of financial education is available to this generation to prepare them for the “real world?”

Read the Article