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

Tag: mortgages

February 21, 2015- Mike Burton Hosts

By on February 21, 2015 in Radio Show with 0 Comments

Mike Burton of Slade Mortgage hosts the show this week while Chris is on vacation. He is joined by Cheryl Kramer of Housing Assistance Corp, who talks about the variety of educational programs which HAC offers: budgeting, first time home buyers, reverse mortgages, and foreclosure counseling. Mary Lou Palumbo of the Mashpee Chamber of Commerce […]

Continue Reading »


By on January 12, 2015 in Market Week with 0 Comments

The Markets It was a grim week, not only in France but in financial markets worldwide. Despite a mid-week bounce, equities prices continued to follow oil on a downward path. The small caps once again bore the brunt of the selling, while the price of oil fell below $50 a barrel. Not surprisingly, U.S. Treasuries […]

Continue Reading »

January 3, 2015 – Finances in the New Year

By on January 5, 2015 in Radio Show with 0 Comments

Happy 2015! The new year is a great opportunity to review your finances: inventory all assets and liabilities and review your cash flows, investments, and estate plans. Chris invites his listeners to call the office and schedule a complimentary consultation. Chris also discusses market news, reflecting on 2014 and making some predictions for 2015. Mike Burton […]

Continue Reading »

December 6, 2014- Paul Hebert and Jason Lilly

By on December 8, 2014 in Radio Show with 0 Comments

Jason Lilly of Rockland Trust starts the show with a discussion of robo-advisors and the importance of developing a relationship with a financial advisor. Paul Hebert of Champ House joins Chris in the second hour to talk about homelessness on Cape Cod, the good works of Champ House, and charitable giving.  Mike Burton closes out the show […]

Continue Reading »

November 29, 2014- Small Business Saturday

By on December 1, 2014 in Radio Show with 0 Comments

It’s Small Business Saturday and Chris is taking calls from local small businesses to find out what they have to offer this holiday season. Mike Burton is here with the Slade Mortgage Minute to discuss changes happening with mortgage standards with regards to Freddie and Fannie. In the second hour, Barbara Milligan of the Cape […]

Continue Reading »

November 22, 2014

By on November 24, 2014 in Radio Show with 0 Comments

Chris thanks Mike Burton for hosting the 11/15 show while he was at a business meeting with First Trust in Chicago. Chris goes on to share some of the things he learned at the meeting. Listen in to learn some interesting tidbits about sector weightings, manufacturing, energy, and correlation vs causality. Attorney Susan Huettner is in […]

Continue Reading »

November 15, 2014- Special Guest Host Mike Burton

By on November 17, 2014 in Radio Show with 0 Comments

While Chris is on a business trip to Chicago, Mike Burton of Slade Mortgage sits in the host chair. Mike welcomes guest Karin Bar, housing counselor from Housing Assistance Corp in Hyannis, for a discussion of the many programs offered by HAC. Learn about the Homeforever program, the Downpayment Assistance program, and the new homes […]

Continue Reading »

October 25, 2014 – Randy Hunt and Dan Wolf

By on October 27, 2014 in Radio Show with 0 Comments

Randy Hunt is Chris’ guest co-host on this week’s Something More. They start off discussing market conditions and investments before moving into a discussion of Randy’s accomplishments as State Representative of the 5th Barnstable District. They also chat about issues relevant to his re-election race. Mike Burton is here with all of the mortgage news […]

Continue Reading »

October 4, 2014 – John Wargin and Vinny DeMacedo

By on October 6, 2014 in Radio Show with 0 Comments

Chris begins the show by offering some perspective and commentary on the labor report and the recent market volatility. He then talks to guest John Wargin, who is running for the Assembly of Delegates, about his views, the office, and what he is hoping to accomplish. Mike Burton does the Slade Mortgage Minute, sharing some […]

Continue Reading »

September 20, 2014 – Donor Advised Funds and Long Term Care Insurance

By on September 22, 2014 in Radio Show with 0 Comments

Chris welcomes Phil Tobin of the American Endowment Foundation for a discussion of donor advised funds. In the second hour, Ray Paola shares his long term care insurance expertise. All that, plus Mike Burton with the Slade Mortgage Minute and Chris’ market commentary on this week’s “Something More.” Listen Here

Continue Reading »