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Archive for September, 2014

September 27, 2014 – Mike Burton and Herb Montgomery

By on September 29, 2014 in Radio Show with 0 Comments

In the first hour of this week’s show, Chris is joined by show sponsor and frequent co-host Mike Burton of Slade Mortgage. They discuss market news and some exciting reverse mortgage breakfast seminars which Mike is holding in the coming weeks. Herb Montgomery co-hosts the second hour, and it is an hour which is full […]

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MARKET WEEK: SEPTEMBER 29, 2014

By on September 29, 2014 in Market Week with 0 Comments

The Markets Volatility was the name of the game last week. In addition to a multination campaign of airstrikes against terrorist targets in the Middle East, a decline in U.S. durable goods orders and an upward revision to U.S. GDP sent equities yo-yoing. Friday’s rally couldn’t overcome earlier losses, particularly those suffered by the Nasdaq […]

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September 20, 2014 – Donor Advised Funds and Long Term Care Insurance

By on September 22, 2014 in Radio Show with 0 Comments

Chris welcomes Phil Tobin of the American Endowment Foundation for a discussion of donor advised funds. In the second hour, Ray Paola shares his long term care insurance expertise. All that, plus Mike Burton with the Slade Mortgage Minute and Chris’ market commentary on this week’s “Something More.” Listen Here

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MARKET WEEK: SEPTEMBER 22, 2014

By on September 22, 2014 in Market Week with 0 Comments

The Markets Whether it was Fed-induced relief, anticipation of one of the world’s largest IPOs, or anticipation of the tech world’s largest iPhone ever (so far), something put equities investors back in a record-setting mood once again last week–at least those who were interested in large-cap stocks. The S&P 500 and Dow industrials hit their […]

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MARKET WEEK: SEPTEMBER 15, 2014

By on September 15, 2014 in Market Week with 0 Comments

The Markets The record-breaking march of the stock market faltered last week, as all indices posted losses. Perhaps the setback was due to a lack of economic influences, or because investors were nervously anticipating the results of next week’s Federal Open Market Committee (Fed) meeting, wondering whether Chair Janet Yellen will indicate a leaning toward […]

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September 13, 2014 – Cape Cod Symphony and Michael O’Keefe

By on September 15, 2014 in Radio Show with 0 Comments

Our office building neighbors, the Cape Cod Symphony, are special guests on this week’s show. Artistic Director and Conductor Jung-Ho Pak and Executive Director Jerome Karter join Chris in studio. Listen in and learn about the upcoming season, the philosophy of the Cape Cod Symphony, and its’ cooperation with the Cape Cod Conservatory. Mike Burton […]

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Cartoon: Personal Financial Disorder

By on September 11, 2014 in Monthly Commentary with 0 Comments
Cartoon: Personal Financial Disorder

I just learned that my credit- and debit-card information was part of a data breach. What should I do?

By on September 11, 2014 in Newsletter Articles with 0 Comments
I just learned that my credit- and debit-card information was part of a data breach. What should I do?

Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and to make online purchases. With this convenience, however, comes the risk of having your account information compromised by a data breach.

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The Potential Pitfalls of DIY Estate Planning

By on September 11, 2014 in Newsletter Articles with 0 Comments
The Potential Pitfalls of DIY Estate Planning

Americans, by and large, are do-it-yourselfers. Books, websites, software programs, and even giant box stores exist solely to help ambitious Americans tackle all kinds of everyday challenges, from fixing leaky faucets to building backyard sheds. The same holds true for estate planning–there’s certainly no dearth of information for those wanting to prepare their own wills […]

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10 Basic Tax To-Dos for the Rest of 2014

By on September 11, 2014 in Newsletter Articles with 0 Comments
10 Basic Tax To-Dos for the Rest of 2014

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Make time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a […]

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