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

Tag: financial markets

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 […]

Continue Reading »

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 […]

Continue Reading »

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 […]

Continue Reading »

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 […]

Continue Reading »

MARKET WEEK: JULY 6, 2015

By on July 6, 2015 in Market Week with 0 Comments

The Markets Stock markets closed the holiday week on a sour note for the second week in a row. While several domestic indicators have been favorable, such as housing and unemployment, the markets across the board continued to lose value on the heels of Greece closing its banks for a week and missing a debt […]

Continue Reading »

QUARTERLY MARKET REVIEW: APRIL-JUNE 2015

By on July 1, 2015 in Quarterly Market Review with 0 Comments

The Markets As winter weather finally lost its chokehold on the U.S. economy, investors grew increasingly comfortable with the Federal Reserve’s slow-and-steady approach to raising short-term interest rates. Historic closes were reached by the large-cap Dow (18351) and S&P 500 (2134), while the small-cap Nasdaq (5164) and Russell 2000 (1296) also reached all-time highs during […]

Continue Reading »

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 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 8, 2015

By on June 8, 2015 in Market Week with 0 Comments

The Markets The Federal Reserve may be on track to raise short-term interest rates later this year, as a favorable jobs report may be signaling the start of anticipated economic growth and inflationary expansion. However, other economic indicators have not been as positive, further enforcing the Federal Reserve’s “wait and see” approach. Possibly in response […]

Continue Reading »

Top