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Archive for December, 2015

MARKET WEEK: DECEMBER 28, 2015

By on December 28, 2015 in AMR, Market Week with 0 Comments

The Markets (as of market close December 25, 2015) U.S. stocks posted their biggest weekly gains in several weeks. The close of Christmas week saw each of the indexes listed here record positive gains, with the Russell 2000 moving up 3% to lead the way. The price of gold (COMEX) reversed course, selling at $1,075.80 […]

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MARKET WEEK: DECEMBER 21, 2015

By on December 21, 2015 in Insurance, Market Week, Retirement with 0 Comments

The Markets (as of market close December 18, 2015) Not entirely unexpected, the Federal Open Market Committee announced the first interest-rate increase since 2006. In support of its decision, the committee expressed cautious optimism that economic conditions will continue to strengthen. However, the committee’s sentiments weren’t enough to keep the markets from ending a volatile […]

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MARKET WEEK: DECEMBER 14, 2015

By on December 14, 2015 in Market Week with 0 Comments

The Markets (as of market close December 11, 2015) Investors appeared to be in a selling mood this past week as each of the indexes listed here fell by more than 3.0%. The S&P 500 dropped over 79 points, closing down 3.79%, while the Dow lost over 580 points, finishing 3.26% below the prior week’s […]

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The Secret of Life

By on December 9, 2015 in Newsletter Articles with 0 Comments
The Secret of Life

What is compound interest?

By on December 9, 2015 in Newsletter Articles with 0 Comments
What is compound interest?

When Benjamin Franklin died in 1790, he left the equivalent of $4,400 each to the cities of Boston and Philadelphia in his will, under the condition that the money be loaned and invested. He stipulated that the cities would have access to a portion of the funds after 100 years and receive the remaining funds […]

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Periodic Review of Your Estate Plan

By on December 9, 2015 in Newsletter Articles with 0 Comments
Periodic Review of Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated. An estate plan should be reviewed periodically. When should you review your […]

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Give Your Retirement Plan an Annual Checkup

By on December 9, 2015 in Newsletter Articles with 0 Comments
Give Your Retirement Plan an Annual Checkup

Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2015, the end of the year may be an ideal time to do so. Reexamine your risk tolerance This past year saw moments that would try even the […]

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When a Saver Marries a Spender, Every Penny Counts

By on December 9, 2015 in Newsletter Articles with 0 Comments
When a Saver Marries a Spender, Every Penny Counts

If you’re a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. Thinking of yourselves as two sides of the same coin may help you appreciate your financial differences. Heads or tails, saver […]

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MARKET WEEK: DECEMBER 7, 2015

By on December 7, 2015 in Market Week with 0 Comments

The Markets (as of market close December 4, 2015) The first week of December proved quite volatile, with some of the major indexes listed here rallying on Friday to close ahead of the week before. Some of the upward movement from investors may have come in response to another good jobs report and the fact […]

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Chris’ Latest Article on Boston.com

By on December 7, 2015 in AMR, In the News with 0 Comments
Chris’ Latest Article on Boston.com

Terrorism Preparedness for your Finances In the last week or two, we’ve been reminded that terrorism is real and can strike at any time. Perhaps you’ve long had your duck tape and bottles of water at the ready, but this may also be a good time to give thought to how to prepare your finances […]

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