Wealth Management Blog

Get a Head Start on 2017 and Schedule a Financial Review Now

Posted by Colin OShea on Dec 5, 2016 11:24:25 AM

Investment Basics: Get a Head Start on 2017 and Schedule a Financial Review Now

Entering the final month of the year, people begin reflecting on the year’s events.  It is also a good time to reflect on your investments.  Schedule a financial review to evaluate 2016 and get a head start on 2017. 

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Topics: Financial Planning, Financial Review

Investment Basics: ’Tis the Season for Charitable Giving

Posted by Colin OShea on Dec 5, 2016 10:47:13 AM

’Tis the Season for Charitable Giving

 

During this festive time of the year, it can feel wonderful to give to charity as well as to family and friends. But no matter how much you enjoy being generous, you also want to make the most of your charitable gifts. Here are some ideas to consider before you donate. 

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Topics: Charitable Giving Options

3 Reasons Why Consistency Is Key with 401Ks

Posted by Wealth Management Team on Dec 1, 2016 12:10:37 PM

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Each year, the Employee Benefit Research Institute (EBRI) and Investment Company Institute (ICI) publish an annual study on the impact of consistent 401(k) plan participation. In the latest study, EBRI/ICI considered “consistent participants” as those 8.8 million people who actively contributed to the same 401(k) plan for a four-year period (from 2010 to 2014).

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Topics: Retirement Planning, 401ks

Investment Basics: Traveling Overseas for Your Investments

Posted by Colin OShea on Nov 28, 2016 10:56:15 AM

Investment Basics: Traveling Overseas for Your Investments

Visiting a foreign country can be overwhelming and confusing at first but exhilarating and rewarding in the long run. As an investor, you may feel the same way about investing in foreign markets. However, investing internationally1 presents some good potential opportunities — along with a few additional risks.

 

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Topics: Investing, Investment Basics, International Investments

The Holiday Shopping Season Has Begun!

Posted by Krista Biernbaum on Nov 28, 2016 10:32:36 AM

The Holiday Shopping Season Has Begun!

It is officially the holiday shopping season! Black Friday, the day after Thanksgiving, is seen as the first official day of the Christmas shopping season. Every year, consumers scour the various Black Friday ads in hopes of finding some crazy good deals. Over the past few years, some retailers have changed their strategies for offering deals to consumers. Some start their Black Friday deals on Thursday, referred to as ‘Gray Thursday’, and some offer deals the entire week of Thanksgiving.

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Topics: U.S. Economy, Online Shopping

Mobile and Online Shopping Tips: The Nice and Naughty List

Posted by Wealth Management Team on Nov 22, 2016 12:29:36 PM

Online and Mobile Shopping Tips: The Nice and Naughty List

Online and mobile shopping have reinvented multitasking in today’s age. Nowadays you can buy groceries, gifts, furniture, and even cars online, browsing in your pajamas or on your lunch break or while riding in the passenger seat on a long drive. Just because something is easy, however, doesn’t always make it safe. 

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Topics: Online Shopping

Short Term Unpredictability in the Markets

Posted by Michael List on Nov 21, 2016 3:22:18 PM

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November has been a great reminder that financial markets can be unpredictable in the short term.  In the four weeks prior to the election, financial markets seemingly reacted to polling data in a very predictable manner.  If Clinton was trending higher the Dow Jones stabilized and moved up, if Trump rose in the polls the Dow declined. 

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Topics: Stock Market, market risk, market volatility

Investment Basics: Holiday Budget: It's Not an Oxymoron

Posted by Colin OShea on Nov 21, 2016 10:36:48 AM

Investment Basics: Holiday Budget: It's Not an Oxymoron

Are you feeling it yet — the holiday spirit that leads you to buy, buy, buy? It’s easy to get caught up in a whirlwind of shopping and spend a lot more money than you intended. But the whirlwind of bills that come due in January should be enough to convince you to create — and stick to — a holiday spending plan.

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Topics: Consumer Spending, Spending Plan

The 2016 Election and the Impact on the Markets

Posted by Tom Limoges on Nov 14, 2016 11:55:08 AM

The 2016 Election and the Impact on the Markets

Now that the markets have had a few days to digest the 2016 elections, let’s review the impact over the last week and how the results will affect markets going forward. 

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Topics: Stock Market

Investment Basics: Is Your Foundation Rock Solid?

Posted by Colin OShea on Nov 14, 2016 9:28:29 AM

Investment Basics: Is Your Foundation Rock Solid?

Over time, the markets will fluctuate and your goals may change, and there’s not a lot you can do about it. But when it comes to building a solid financial foundation to help weather the ups and downs, you’re in control.

 

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Topics: Investing, Investment Basics