We have figured out who will win the election. The people we serve often ask us how the upcoming election will impact their investments. While many seem to have strong feelings about one or both candidates, ultimately we see this as an economic question and so we always attempt to offer an economic answer. And in that regard, we don’t have major economic concerns regardless of who wins. Trump’s “America First” policies (lower corporate tax […]
We had such a lovely Open House! Sam Plotkin introduced himself with a presentation on his thoughts about the investment markets. Happily, Gary recorded it via Zoom so you can watch his very entertaining and informative 20 minute presentation here:
April 25, 2016 As a Certified Financial Planner™professional, and as someone registered in Massachusetts as an Investment Advisor, I work as a fiduciary comprehensive financial planner for a group of people who have me on an annual flat-fee retainer as their “financial concierge”. This service includes: retirement planning, estate planning, strategizing for financial aid, investment advising and management, setting up (or rebalancing) your overall asset allocation for your investments, tax planning and preparation, and advising […]
Important Consumer Information All written content on this site is for informational purposes, only. Opinions expressed herein are solely those of Wendy Marsden, CPA CFP®, either acting as Firm Principal for Tea & Taxes Company or doing business as ProsperiTea Planning. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior […]
You’ve just signed up for a consultation with a financial professional. What do you need to bring? It depends a bit on what you’re hoping to get out of the meeting. Let’s break it into three cases and you can skip to the section you think fits your situation: Financial planning Tax planning Investment advising Financial planning (which may include investment advising, but see that below) The first thing you need to bring is your problem. What is […]
