Providing personalized investment services to those intent on enjoying a secure retirement.

Archive for January, 2015

MARKET WEEK: JANUARY 26, 2015

By on January 26, 2015 in Market Week with 0 Comments

The Markets It was a clean sweep for the Nasdaq as it posted gains on all four days of a market week shortened by Martin Luther King Day. As the Nasdaq was moving into positive territory for the year, the other major indices lost ground on Friday, at least in part due to the uncertainty […]

Continue Reading »

January 17, 2015 – David Rehm and Meredith Barnhart

By on January 20, 2015 in Radio Show with 0 Comments

Chris speaks with Hope Health’s President and CEO David Rehm about the mission of Hope Health, the services offered, and the future of healthcare. He is then joined by Meredith Barnhart of the Massachusetts Educational Financing Authority(MEFA). Meredith provides valuable information about the upcoming FAFSA Day and paying for college. Last, but certainly not least, Mike Burton […]

Continue Reading »

MARKET WEEK: JANUARY 20, 2015

By on January 20, 2015 in Market Week with 0 Comments

The Markets A surprise move by Switzerland’s central bank made already unsettled financial markets even more volatile. For the third straight week of 2015, equities saw strong ups and downs that resulted in losses for the week. The uncertainty drove the benchmark 10-year U.S. Treasury yield even further below 2% as demand for a safe […]

Continue Reading »

MARKET WEEK: JANUARY 12, 2015

By on January 12, 2015 in Market Week with 0 Comments

The Markets It was a grim week, not only in France but in financial markets worldwide. Despite a mid-week bounce, equities prices continued to follow oil on a downward path. The small caps once again bore the brunt of the selling, while the price of oil fell below $50 a barrel. Not surprisingly, U.S. Treasuries […]

Continue Reading »

January 3, 2015 – Finances in the New Year

By on January 5, 2015 in Radio Show with 0 Comments

Happy 2015! The new year is a great opportunity to review your finances: inventory all assets and liabilities and review your cash flows, investments, and estate plans. Chris invites his listeners to call the office and schedule a complimentary consultation. Chris also discusses market news, reflecting on 2014 and making some predictions for 2015. Mike Burton […]

Continue Reading »

MARKET WEEK: JANUARY 5, 2015

By on January 5, 2015 in Market Week with 0 Comments

The Markets A couple of disappointing economic reports coupled with year-end tax maneuvers put the few traders who were at their desks last week in selling mode. All four domestic indices plus the Global Dow lost more than 1%, while the benchmark 10-year Treasury yield fell as prices rose.

Continue Reading »

Top