If passing your assets to your heirs is important to you, I recommend that you consider reading the book Preparing Heirs:  Five Steps to a Successful Transition of Wealth and Values”, by… Read More

It has happened a number of times since I began my career in investment management. The topic of investing is brought up in conversation and it is immediately compared to gambling, where… Read More

My favorite way to pass the time on my daily commute between my home in Lowell and our office downtown is to listen to podcasts as I drive.  One of the best… Read More

In my time as an estate planning attorney I met people of all backgrounds and with various levels of wealth.  One client that I remember well was an older woman who was… Read More

Given the experience that I have had working with high wage earners, I have uncovered a less discussed truth: they have a difficult task in order to continue their lifestyle throughout retirement…. Read More

As much as we hear talk of the “new normal” from prominent investment personalities, we believe that it’s just another version of that fateful proclamation heard just before the tech bubble burst… Read More

What is phishing?  Phishing is the act of sending an e-mail to a user falsely claiming to be a legitimate enterprise in an attempt to scam the user into surrendering private information… Read More

I hope you had a chance to read Laura’s blog post last week about the lack of information available for prospective college students about the long term financial consequences of student loans. … Read More

In a recent blog post that I wrote just a few weeks ago I drew attention to the fact that many investor predictions for 2014 played out in the market in unexpected… Read More

$1,200,000,000,000. That’s a lot of zeros. That’s also our country’s nationwide student loan debt. Student loan debt has recently passed both auto loans and credit card debt, but this shouldn’t come as… Read More