Sharing our knowledge, experience, and perspective. Stay informed and up-to-date with interesting articles, educational content, and market insights from our advisors.
Sharing our knowledge, experience, and perspective. Stay informed and up-to-date with interesting articles, educational content, and market insights from our advisors.
From 1,000 to 52,000: What Four Decades Taught Me About Patience
A financial advisor’s reflection on stocks for the long run In 1982, during my third year at UMass and as a member of the investment club, the Dow Jones Industrial Average moved above 1,000. It had reached that level a decade earlier but failed to hold it, and...
Third Quarter 2026 Client Investor Letter
Most major stock indices advanced in the third quarter, but those gains masked a more difficult September. Rising interest rates and elevated energy prices weighed on stocks and bonds, while market leadership remained concentrated in a small group of large technology...
Volunteering: It’s the Right Thing to Do
As a former management professor and Jesuit Scholastic, I spent a great deal of time talking with college students who looked forward to working with a Fortune 500 corporation or starting their own business. One factor that I observed is that it is never a challenge...
Trump Accounts: Is More Always Better?
Trump Accounts are new tax-advantaged investment accounts for children under 18. Eligible children born from 2025–2028 can receive a $1,000 federal contribution, and families and employers can generally contribute up to $5,000 per year. The money is invested for...
When Your Best Investment Becomes Your Biggest Risk
“How do I not blow this?” That’s the real question a client of mine asked, though it took him a while to get there. He’d joined a company early, stayed through the ups and downs, and watched a single stock position grow into something worth more than every other line...
Summertime and the Livin’ is Easy
Summer has always been my favorite time of year, with warmer weather and a more relaxed pace of life. I can vividly remember the countdown to summer during my school days with some of my favorite childhood memories including endless hours at the ocean, long bike...
Second Quarter 2026 Client Investor Letter
Global markets staged a strong recovery in the second quarter, reversing much of the volatility from earlier in the year. A sharp decline in energy prices helped ease inflation concerns, and investors refocused on what has led to several years of solid returns: strong...
The Day Everything Changes — And I’ve Been Missing It
I have been a financial planner for more than 20 years. I have helped families think through retirement, college savings, estate plans, and just about every financial transition life throws at you. And yet, until recently, I had completely overlooked one of the...