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

Kristen Boyd

2013 Year-End Tax Planning Considerations

By on December 1, 2013 in Newsletter Articles with 0 Comments
2013 Year-End Tax Planning Considerations

As the end of the 2013 tax year approaches, set aside some time to evaluate your situation. Here are some things to keep in mind as you consider potential year-end tax moves. 1. The tax landscape has changed for higher-income individuals This year a new 39.6% federal income tax rate applies if your taxable income […]

Continue Reading »

MARKET WEEK: NOVEMBER 25, 2013

By on November 25, 2013 in Market Week with 0 Comments

The Markets Another week, another record: The Dow’s seventh consecutive week of gains ended with a close above the psychologically significant 16,000 level for the first time ever, while the S&P 500 surpassed 1,800 for the first time. Meanwhile, the price of the benchmark 10-year Treasury note fell midweek after minutes of the Fed’s most […]

Continue Reading »

November 23, 2013 – Year End Tips; Cape and Islands Red Cross

By on November 25, 2013 in Radio Show

Chris is joined this week by Hilary Greene, Executive Director of the Cape and Islands Red Cross. They talk about the nomination process for the Heroes Breakfast, where the Red Cross recognizes local people who have acted selflessly. Chris also discusses the 50th anniversary of the Kennedy assassination, the Yellen nomination, year end tax tips […]

Continue Reading »

MARKET WEEK: NOVEMBER 18, 2013

By on November 18, 2013 in Market Week with 0 Comments

The Markets Another Dow record on Monday was followed by three more record closes for the index during the week, while the S&P 500 notched its 36th record closing price of the year. Meanwhile, the Nasdaq and small-cap Russell 2000 maintained their year-to-date leadership as the Nasdaq reached a level not seen in more than […]

Continue Reading »

November 16, 2013 – Aging in Place

By on November 18, 2013 in Radio Show

Frequent co-host and show sponsor Mike Burton of Slade Mortgage Group flies solo today on the “Something More with Chris Boyd” show while Chris attends a meeting in Denver of the Financial Planning Association. Mike tackles the theme of “Aging in Place,” and covers topics such as flood insurance, liability insurance, reverse mortgages, and buying […]

Continue Reading »

MARKET WEEK: NOVEMBER 11, 2013

By on November 13, 2013 in Market Week with 0 Comments

The Markets Despite some headline-driven mood swings, the Dow industrials managed to set a new record closing high for the 34th time this year, while the other domestic stock indices trailed in their wake. An unemployment report that was stronger than expected renewed fears of Fed tapering, sending the benchmark 10-year Treasury yield up for […]

Continue Reading »

November 9, 2013 – Bright Rock Mutual Funds, Emerging Markets, Gas Tax

By on November 12, 2013 in Radio Show

[iframe style=”border:none” src=”http://html5-player.libsyn.com/embed/episode/id/2547879/height/300/width/300/thumbnail/yes/theme/standard-mini” height=”300″ width=”300″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen] Tom Keyes kicks off the conversation this week with information about the gas tax. Jason Lilly of Rockland Trust Wealth Management and the Bright Rock Mutual Funds returns to the show to talk market news, show sponsor Herb Montgomery discusses emerging markets, and Mike […]

Continue Reading »

College Costs 2013/2014: Increases Slow, but So Does Growth in Grant Aid

By on November 5, 2013 in College Savings with 0 Comments
College Costs 2013/2014: Increases Slow, but So Does Growth in Grant Aid

 Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases for the current academic year along with trends in the world of higher education. While costs can vary significantly depending on the region and individual college, the College Board publishes average cost figures, which are based on its […]

Continue Reading »

Market Week: November 4, 2013

By on November 4, 2013 in Market Week with 0 Comments

The Markets After leading domestic equities for so much of the year, the small caps of the Russell 2000 took a hit last week, while the larger caps remained basically flat. Meanwhile, lingering worries about the timing of Fed monetary action sent the yield on the benchmark 10-year Treasury up strongly on Friday, though it […]

Continue Reading »

November 2, 2013 – Real Estate, Long Term Care, and the Twitter IPO

By on November 4, 2013 in Radio Show

Chris is joined in the studio this week by Deborah DelNegro of Today Real Estate who talks about the Fall real estate market and what to do to maximize your success when listing your home. Also in studio is Janice Matheson of Seniors Helping Seniors, who discusses this company’s creative approach to long term care. […]

Continue Reading »

Top