Conveying two seemingly juxtaposed ideas simultaneously is not an easy task—and perhaps it is a futile undertaking. Given the battle occurring across the investment universe (and at our firm) between a real, globally widespread health concern and the more personal question of what investors “should do” about it—we feel compelled to give it a shot.

Yesterday’s 3 ½% drop in broad US equity markets in response to news of a sharp increase in the number of reported COVID-19 (or Coronavirus) infections outside China over the weekend has many investors understandably concerned.

Below is the February 2020 Market Outlook video presented by our CIO, John Maher where he discusses analyzing forecasters, valuations, earnings, and their effects on the markets. 

Read our latest outlook for a comprehensive global review including the Yield Curve Reversion, US-China Trade War Tariffs, the Coronavirus, and the US and Non US Markets.

-A discussion about
East and West, China and America

In this outlook, we
are happy to include our in-house analyst Shiqi (Chloe) Gu, CFA in our
discussion. Chloe was born and raised in Shanghai, China. As a native
Chinese, she provides the knowledge of culture behind the Chinese position, and
her insights on the US-China Relationship, Chinese
Millennial’s, the Hong Kong issue and a central
government system.

Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.

Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.

Many investors are confused after recent changes to
federal tax laws

By Mark Palmerino

October 15, 2019

https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/how-charitable-giving-can-lower-your-2019-tax-bill

We are proud to announce we have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.

The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019).The FT 401 is based on data gathered from advisors,

October Market Outlook Part 4

October Market Outlook Part 3

October Market Outlook Part 2

Intro to our October 2019 Market Outlook and a discussion on Commodities

A brief outlook before a more detailed one is published.

Learn what you need to be doing to safeguard yourself against Cyber-security and Identity Theft.

Our five-step process:

We provide the framework and the solutions to help you select flexible,
cost effective group health and life plans that provide the best possible coverage.

An Objective, Carefully Tailored Process

Through a seven-step process, we work with you to define, analyze,
meet and monitor your firm’s retirement plan goals.

Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.

What is ESG investing?

The corporate bond market has gotten riskier. Why? What should we do in our portfolio?