Your Goals > Market Movements

Blog “Your Goals > Stock Market Movements”   Given all of the uncertainty surrounding this election week, I thought it was an important reminder that our personal (and long-term) financial goals are more important than short term stock movements.  The...

The Insecurity Around Social Security

Blog “The Insecurity Around Social Security”   Fires, viruses, civil unrest; will 2020 ever end?  With only two months left in the year coronavirus has officially claimed another victim: Social Security.  Due to the economic impact of Covid-19, the Social...

How is my Credit Score Calculated?

Blog “How is my Credit Score Calculated?”   Many people live and die by their credit score and do everything humanly possible to improve it.  Others take a more passive approach by ensuring they pay off their credit card every month and trust they will be...

Don’t Live with Election Fear

Blog “Don’t Live with Election Fear” It seems to be all we hear about anymore.  What will November 3rd, 2020 produce for the next president of the United States?  Truthfully, with the amount of mail in ballots expected in this election, we may not know on...

Thinking of Success

Blog “Thinking of Success”   One of the leaders in our RIA firm (Cambridge) posted on the idea of Success.  I wanted to share these thoughts with you this week.   Success is not a miracle. Nor is it a matter of luck. Everything happens for a reason,...