Newest Insights
There are currently no articles within this category.
-
Webinar: Q3 Market Updates & Election Watch
Watch this webinar to learn about Q3 Market Updates & Election Watch.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Business Retirement Plan Services
-
The New Estate Tax Rules and Your Estate Plan
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
Conducting a Periodic Review of Your Estate Plan
With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
The Markets & the Economy: What We’re Watching – October 16, 2020
Negotiations on another round of fiscal stimulus to support the economy remain stalled.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
IMG Q4 2020 Investor Letter
Recently, in our weekly The Markets and the Economy series we’ve been reflecting on the concept of uncertainty and preparing for an uncertain future.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Monthly Market Watch - September 2020
Markets gave back last month’s gains and closed lower in September as mega cap technology stocks struggled and a renewed global uptick in COVID-19 cases created concerns despite vaccine trials progressing.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – October 2, 2020
There is no shortage of news on the impact the coronavirus has had on the markets and the economy, the health of our people and more.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – September 25, 2020
Uncertainty is a state of being that is not new to us. We all have experienced it in some way shape or form whether personally, or from a distance.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Loan Rescue to the Rescue
Cash accumulation in a life insurance policy is valuable and tax advantaged. Loans on those cash values are actually a great way of utilizing the funds.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
Presidential Candidate’s Tax Policy Review
With the presidential election looming, we took a closer look at how the current and proposed tax laws from President Trump compare to Democratic presidential candidate Joe Biden’s proposals.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
The Markets & the Economy: What We’re Watching – September 18, 2020
It has been just over six months since “stay-at-home” orders shut down the economy in an effort to contain the spread of Covid-19.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – September 11, 2020
There is no question the coronavirus pandemic resulted in a severe global economic contraction.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Monthly Market Watch - August 2020
Stocks rebounded despite the ongoing coronavirus pandemic due to the central bank liquidity tailwind, massive fiscal stimulus, vaccine optimism, and positive economic readings.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – September 4, 2020
Americans started to re-enter the housing market with US home builders starting construction on homes at a higher rate from the prior month.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – August 28, 2020
The Federal Reserve announced Thursday a significant policy shift, confirming it is willing to have inflation run above its goal of 2% “for some time”.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – August 21, 2020
Covid-19 has brought upon significant economic damage, unemployment rates never seen in history, and a rising US budget deficit, but the stock market is beating all odds.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – August 14, 2020
The unemployment rate and the state of the coronavirus are closely linked, with one effecting the other.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – August 7, 2020
Earnings continue to be reported (roughly 75% of S&P 500 thus far) with US companies beating expectations.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Monthly Market Watch - July 2020
As the world continues to navigate the COVID-19 pandemic, U.S. domestic markets closed higher in the month of July.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
IMG Quarterly Investor Letter – Q3 - 2020
Q2 surprised us all by rebounding to historic highs, almost washing away any setbacks we endured during the first quarter.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Monthly Market Watch - June 2020
The S&P 500 Index rose +1.99% on a total return basis in the month of June.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Webinar: COVID-19 Impact to Retirement Portfolios
Watch this webinar to learn about the impact COVID-19 has had on retirement portfolios.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Business Retirement Plan Services
-
The Markets & the Economy: What We’re Watching – July 2, 2020
The market posted solid gains this week with Nasdaq experiencing its best quarter since Q2 2001.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – June 26, 2020
The health of our country and the health of our economy are inextricably co-dependent and in the forefront.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
RMDs: To Waive or Not to Waive…That is the Question
Learn more about required minimum distribution options available to you in light of changes from the CARES Act.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
Planning is About Living
Lessons the COVID-19 pandemic has taught us. Helpful information about developing a plan for protection later in life.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
Comparing Long-Term Care Insurance Policies
Comparing LTCI policies is a lot easier when you know what to look for.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
Determining the Need for Long-Term Care Insurance – How Much is Enough?
When considering the purchase of LTCI, you'll need to pay particular attention to the benefit amount and to the benefit period.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
The Markets & the Economy: What We’re Watching – June 19, 2020
Positive week and month for the S&P 500, but it is down for the year after last week’s selloff.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
The Markets & the Economy: What We’re Watching – June 12, 2020
As our economy started to reopen, some states have experienced an uptick in COVID-19 cases.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Monthly Market Watch - May 2020
U.S. domestic markets extended their rebound into May.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Introduction to Estate Planning
Estate planning is a method for determining how to distribute your property during your life and at your death.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
Update: Coronavirus and The Markets - What We’re Watching – May 22, 2020
Stocks were volatile this week and opened a bit lower today amid fears of rising US-China tensions.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Watch Out for Coronavirus Scams
Fraudsters and scam artists are always looking for new ways to prey on consumers.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
Asset Protection in Estate Planning
You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
Handling Market Volatility
Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
There’s Still Time to Contribute to an IRA for 2019
Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2019.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
Update: Coronavirus and The Markets - What We’re Watching – May 15, 2020
Everyone is itching to get back to some semblance of normalcy after a few months of quarantined life.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Update: Coronavirus and The Markets - What We’re Watching – May 8, 2020
The groundhog-like days may be coming to an end for some of us as we start to see progress in the data.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Monthly Market Watch - April 2020
U.S. domestic markets finished sharply higher in April, largely erasing March declines.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Update: Coronavirus and The Markets - What We’re Watching – April 24, 2020
Two leading topics this week were the market’s reaction to the oil war and establishing steps to reopen the economy.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Update: Coronavirus and The Markets - What We’re Watching – April 17, 2020
Are the peaks behind us? Are we really starting to see a flattening of the curve?
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
CARES Act Provides Relief to Individuals and Businesses
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
IMG Quarterly Investor Letter – Q2 - 2020
A look back on our markets and economy over the first quarter of 2020.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Market and Economic Perspectives
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Financial and Retirement Planning
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Read the article to learn more.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Read the article to learn more.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Financial and Retirement Planning
-
ESTATE PLANNING: Five tips to help create an effective estate plan
Spending time up front in the planning process will help you identify key areas or gaps in your current estate plan.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
FINANCIAL PLANNING: What you might not know about Social Security and working past age 65
The Full Retirement Age or “normal retirement age”, generally refers to the age you must reach to be eligible to receive full benefits from Social Security.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Financial and Retirement Planning
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Business Life Cycles and Business Planning
It is important that you properly identify the life cycle stage of your business so that you can plan appropriately and establish realistic goals for the future.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Advantages and Disadvantages of Self-Employment
Whether you're running your own business or working as an independent contractor, you'll soon realize that working for yourself isn't just another job, it's a way of life.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
Charitable Giving
A gift to charity is simply a gratuitous transfer of property to a charitable organization.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Trust and Estate Planning
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Financial and Retirement Planning
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
Wealth of Insights Newsletter
-
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
-
Private Family Foundations
Read the article to learn more.
Enter Date: Must be in MM/DD/YYYY format *
Enter Category: Must be an EXACT match of filter menu items *
The Markets & the Economy: What We’re Watching – October 16, 2020
Monthly Market Watch - September 2020
Recognized as one of the "Largest Independent Investment Advisers in Massachusetts” by the Boston Business Journal