Posts by Samantha Masey

Written by: Martin X. Shields Although it is better to be more strategic with your tax planning and start at the beginning of the year, there is still time to implement strategies to lower your tax liability for 2015. We have highlighted a few of them below. •If you have children or grandchildren, who are…

Written by: Ryan Bouchey As you probably know, our firm is a big proponent and user of ETFs, for a multitude of reasons. Over the past couple of years the popularity of ETFs has soared, driven by both institutional advisors as well as the everyday investor. But when it comes to choosing the right ETF,…

Written By: Ryan Bouchey The November jobs number was just released and it beat expectations by creating 211,000 jobs versus an expectation of 200,000 jobs. What added to the good news was that October’s surprisingly strong initial jobs number of 271,000 was raised to 298,000. On top of that, wage growth continued to rise, which…

Written by: Ryan Bouchey Our firm just attended the annual Schwab Impact conference, held this year in Boston which made it extra special for me. My wife Nikki is originally from Boston and we met while in college at Bentley University which is just outside Boston. To make it even better we were able to…

By Martin X. Shields   First, we’ll start with the good news. This week the U.S. House of representatives and Senate passed a two year budget deal that raised the debt ceiling until March 2017.  U.S Treasury Secretary Jack Lew had stated that the U.S government would begin running out of money on November 3rd if…

Market Overview The saying has always been “when the U.S. sneezes, the rest of the world catches a cold.” Watching the performance of the stock market this past quarter one may wonder if this adage needs to be adjusted to “when the U.S. or China sneezes, the rest of the world catches a cold”. The…

By Steven B. Bouchey Investors get so nervous about stock market volatility that they sometimes forget what is most important during times like these – patience. The majority of investor’s portfolios are being used to fund retirement which in many cases is a long ways away. Not only that, but even current retirees can expect…