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

Archive for June, 2015

June 27, 2015 – Mike Burton on Mortgages

By on June 30, 2015 in Radio Show with 0 Comments

Chris and show sponsor and frequent guest Mike Burton of Slade Mortgage co-host this week’s Something More. They discuss the news of the week, including the Supreme Court rulings on gay marriage and health care. Chris offers some market perspective and Mike discusses everything you ever wanted to know about mortgages. All that, plus your calls […]

Continue Reading »

MARKET WEEK: JUNE 29, 2015

By on June 30, 2015 in Market Week with 0 Comments

The Markets Bolstered by very favorable housing news and heightened consumer expectations, the economic news was generally good for the week ending June 26. Unfortunately, the markets, which had experienced gains the prior week, can be described as mundane at best. Both large-cap benchmarks dipped this week, while small caps were not immune to a […]

Continue Reading »

June 20, 2015 – Mary Lou Palumbo

By on June 22, 2015 in Radio Show with 0 Comments

Chris welcomes Mary Lou Palumbo, Executive Director of the Mashpee Chamber of Commerce, to the show this week. Mary Lou talks about the Business After Hours, recent events, and the upcoming Clam Bake. Other topics covered by Chris this week include: Father’s Day, Rick Presbrey and the Housing Assistance Corp, the Papal Encyclical, the New […]

Continue Reading »

MARKET WEEK: JUNE 22, 2015

By on June 22, 2015 in Market Week with 0 Comments

The Markets The markets responded favorably following the Federal Reserve’s announcement that interest rates would not be raised next month. Both the large-cap Dow and S&P 500 closed ahead of last week. But the biggest weekly gainers were the Nasdaq, which gained 1.3%, and the Russell 2000, which closed the week 1.55% better than last […]

Continue Reading »

June 13, 2015 – Barbara Milligan

By on June 15, 2015 in Radio Show with 0 Comments

Chris offers market commentary and perspective in the first hour of this week’s “Something More.” In the second hour, Barbara Milligan of the Cape and Islands United Way is in studio to talk about all of the good works of the United Way. She talks about grant distributions, the upcoming change in structure to a […]

Continue Reading »

MARKET WEEK: JUNE 15, 2015

By on June 15, 2015 in Market Week with 0 Comments

The Markets Reports from this past week revealed that the number of job openings is increasing, and the federal deficit and crude oil inventories are shrinking, while consumers are spending more of their hard-earned money. Unfortunately, news out of Europe is that negotiations between Greece and its creditors are regressing with default seemingly inevitable. The […]

Continue Reading »

Are higher interest rates right around the corner?

By on June 10, 2015 in Newsletter Articles with 0 Comments
Are higher interest rates right around the corner?

Are stock dividends reliable as a source of income?

By on June 10, 2015 in Newsletter Articles with 0 Comments
Are stock dividends reliable as a source of income?

Dividends can be an important source of income. However, there are several factors you should take into consideration if you’ll be relying on them to help pay the bills. An increasing dividend is generally regarded as a sign of a company’s health and stability, and most corporate boards are reluctant to cut them. However, dividends […]

Continue Reading »

Millennials vs. Boomers: How Wide Is the Gap?

By on June 10, 2015 in Newsletter Articles with 0 Comments
Millennials vs. Boomers: How Wide Is the Gap?

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers, born between 1946-1964, and millennials, who were generally born after 1980 (though there is disagreement […]

Continue Reading »

Age-Based Tips for Making the Most of Your Retirement Savings Plan

By on June 10, 2015 in Newsletter Articles with 0 Comments
Age-Based Tips for Making the Most of Your Retirement Savings Plan

No matter what your age, your work-based retirement savings plan can be a key component of your overall financial strategy. Following are some age-based points to consider when determining how to put your plan to work for you. Just starting out Just starting your first job? Chances are you face a number of financial challenges. […]

Continue Reading »

Top