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The Extra Mile

Zack Marcotte, Financial Advisor

A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure?


Peter Coughlin, Executive Director

Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.


Scott C. Little, Vice President

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her.


Insights & Advice

Stocks and the new relief plan

Investors marked time throughout the week waiting for President-elect Joe Biden’s $1.9 trillion economic relief package to be announced on Thursday night. They were not disappointed. The size of the proposed bill was within the expectations of most market participants. As such, it was a classic ‘sell on the news” event Friday morning. The debate going forward will be how much of the new administration’s proposal will ultimately become law. That remains to be seen, since Federal funding for states and local governments and the $15/hour minimum wage will unlikely receive Republican approval. Investors aren’t really taking that on board…


Solar sector is not all green

There is one thing investors agree upon, solar stocks have skyrocketed in value over the last 12 months. The ESG (environment, social and corporate governance) crowd are ecstatic. They point to the gains as a clear example of how investors can all contribute to the greater good and still make money. But that thesis has some holes in it. So far in 2021, the frenzy to buy solar, electric, and water stocks has only increased. the incoming Biden Administration has already made clear its focus on increasing investments in renewable energy. As such, most investors expect a boatload of government…


4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year. 1. Build a budget  Creating a monthly budget can help you better understand your spending and identify how much money you can put toward your financial goals. First, take your monthly salary or wages after taxes are taken out. Next, tally your necessary expenses for each…


Current News: January 19, 2021 Take my money, please

Good morning class. Today, in Microeconomics 901, we are going to learn about “Veblen goods.” As you all know, microeconomics consists of two groups — businesses and people. Microeconomics is the study of decisions made by firms regarding the allocation of resources. It is also the study of the prices people are willing to pay in trade for goods as resources. The rational expectation is that as the price of a good goes up, demand declines. Conversely, as prices drop, it is a rational expectation that people will buy more of that same good. Is the adjective “rational” subjective? According...

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