When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
These are the obstacles we all face in trying to achieve our financial goals:
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheque to paycheque was your reality? ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country. So we’re here to heed that warning and help you understand the magic of compound interest in long-term savings, before it’s too late.
On Friday September 15th, 2017 one of my clients received an unwanted present from the Fidelity Low Priced Stock Fund.
The 31,460 shares that my client owns have been providing unwanted presents from time to time but this one is much more unwanted than those of the past.
The phrase that is the title of this article has been used many times to derail or deflate opinions whether it be politics, sports, cooking, or any other number of topics. It serves to make an argument or stance less meaningful in the eyes of the opposing party. I would like to make you aware of an apples to oranges comparison that occurs now in the Financial Services arena.
Where will the market be heading the rest of 2017?
While it is nice to feel that the market is providing great returns this year, it is important to understand what has occurred.
Client Account Reporting
Quarter Ending July 31st, 2017
The summer is in full swing and I hope that you can enjoy the treats that summer offers. Here in New England it is important that you take advantage of every day regardless of the 55-degree waters.
A Look at Virtual Reality
The Great Big Huge Massive Colossal Unknown
On May 22nd, the U.S. Secretary of Labor Alexander Acosta stated that the fiduciary rule governing retirement account handling would go into effect on June 9th, 2017. No further delays were anticipated.