It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their […]
It was so clear, right? Trifecta. We were headed for tax reform, infrastructure spending and deregulation. The economy was about to take off, replete with a rising dollar and budding inflation. At least that was the popular story at the beginning of the year. Not so fast. Nothing is as easy as it seems. Distraction […]
New year, new budget! The holidays are over, 2017 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your 2017 plans. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at your overall financial […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Debit or Credit? Which to Use and When?January 5, 2017 1:35 pm
Building on our recent blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about when you should choose credit over debit for reasons of security.
Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism. 2017 feels particularly bullish for the equity markets, however, with both investors and businesses cheering. I feel the same hopefulness, but I am reminded that 2016 was humbling in many ways. 2016 did not go […]
For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement. With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…
Building on his most recent blog, Derek Amey spoke with WJAR’s Frank Coletta about this year’s unprecedented election and how markets could react to the transition of power.
While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part of the electorate is devastated by election results while an equally large number of individuals are elated and filled with great hope. In spite of the extreme vitriol expressed by the […]
Building on her June 27th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about the potential financial repercussions of Brexit.
The British vote to leave the European Union (Brexit) was a local shock—a political event. In and of itself, it was not an economic event, although it could have major financial repercussions. In an immediate response, markets reacted forcefully responding to concerns that the ultimate economic and political outcomes are indeterminate and ambiguous. As is […]