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Archive for July, 2015

July 25, 2015 – Maryann Murphy and Mike Burton

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

On this week’s edition of “Something More,” Chris offers some market commentary and perspective before being joined by professional organizer, Maryann Murphy. Maryann talks about the importance of time management and organizational skills in order to be productive both at home and in business. Mike Burton of Slade Mortgage co-hosts the second hour of the […]

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MARKET WEEK: JULY 27, 2015

By on July 27, 2015 in Market Week with 0 Comments

The Markets (as of market close July 24, 2015) Despite favorable reports on unemployment claims, home sales, and the Greek debt crisis, the market took quite a hit pretty much across the board last week, apparently in response to mediocre corporate earnings reports from some big-name companies. Each major U.S. index listed here lost over […]

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July 18, 2015 – Jeff Perry Hosts

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

Jeff Perry is the guest host on this week’s “Something More,” which focuses on the growing problem of opiate addiction, both here on Cape Cod and throughout the Commonwealth. In the first hour, Jeff is joined by Sheriff Cummings and Jessica Burgess, RN to talk about treatments and the use of Narcan and Vivitrol. In […]

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MARKET WEEK: JULY 20, 2015

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

The Markets (as of market close July 17, 2015) Following a week of losses, the market rebounded in a big way for the week ended July 17. News of a tentative agreement between Greece and its creditors seemed to quell investor concerns of a Grexit. Moves by the Chinese government have stopped a stretch of […]

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July 11th, 2015- Karen Polito, Erica Waasdorp,

By on July 13, 2015 in Radio Show with 0 Comments

Chris speaks with Erica Waasdorp, President of A Direct Solution, which is an organization that helps nonprofits raise sustainable revenue through annual appeals and monthly giving.  In the second half of the show, Chris talks with the Lieutenant Governor of Massachusetts, Karyn Polito, about local topics such as state budget issues, and the MBTA.  Mike […]

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July 4th, 2015-Market Review and Outlook, “Best of” First Half of 2015

By on July 13, 2015 in Radio Show with 0 Comments

Chris recaps the market activity and shares his outlook on the economy for the second half of 2015. Seth Kaye also shares his views on the market.  The show also features a “best of” segment, which included interviews with the Pulitzer Prize winning Wall Street Journal writer Bret Stephens, and Stephen Moore, who is a […]

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MARKET WEEK: JULY 13, 2015

By on July 13, 2015 in Market Week with 0 Comments

The Markets (as of market close July 10, 2015) A week of volatility ended with the stock market little changed from the prior week. On Wednesday, the major indices responded negatively to the potential for a Greek exit from the eurozone (Grexit), the free fall of China’s major markets, and a “technical glitch” on the […]

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What is the Roth IRA five-year rule?

By on July 9, 2015 in Newsletter Articles with 0 Comments
What is the Roth IRA five-year rule?

Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from your Roth IRA. Withdrawals from your Roth IRA–including both your contributions and any investment earnings–are completely tax and penalty free if you satisfy a five-year holding period and one of […]

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What is the Roth 401(k) five-year rule?

By on July 9, 2015 in Newsletter Articles with 0 Comments
What is the Roth 401(k) five-year rule?

The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it’s similar to the five-year rule that applies to Roth IRAs, there are important differences. Withdrawals from your Roth 401(k) plan account–including both your contributions and any investment earnings–are completely tax and penalty free […]

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Planned Charitable Giving

By on July 9, 2015 in Newsletter Articles with 0 Comments
Planned Charitable Giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like many Americans, you too may have considered donating to charity. And though writing a check at year-end is one of the most common ways to […]

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