The Supreme Court back in 1919 found that while the freedom of speech is protected under the First Amendment, it does not however protect “dangerous speech.” The definition of dangerous speech being purposely vague. An example was provided by Supreme Court Justice Oliver Wendell Holmes in which he said “falsely shouting fire in a theater […]
New year, new budget! The holidays are over, 2018 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at […]
A friend recently said to me, “Anyone could make money in 2017.” Quite true, allowing for the slight exaggeration on “anyone.” The average equity investor benefitted from significant gains in the markets; The S&P rose 19%. IXUS (iShares Core MSCI International Stock Index) gained 28%, while even the traditional US Aggregate Bond Index had a […]
If you are saving for college for your children, a 529 college savings plan is one of the best vehicles to utilize. A 529 plan is a tax-deferred account that allows you to save money and invest it for future college expenses. As long as you use the funds for qualified college expenses, withdrawals from […]
TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Financial News or Financial Entertainment? There is a big difference.November 2, 2017 11:49 am
Building on his October 5th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss the latest financial headlines and why they may not be as scary as you think. Fast Forward to the 10 minute mark to see Derek’s segment!
Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen Is Coming”!!! I’m loathe to give him any more attention, but I do believe in full transparency so here’s the link if you’re so inclined: https://www.thestreet.com/story/14322684/1/stock-market-crash.html News? More like entertainment. Over […]
TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Stock Play Accounts are Meant to be FunAugust 11, 2017 1:13 pm
Building on her July 5th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about advice for those thinking of opening stock “play” accounts.
There is still a bit of the 1990’s stock enthusiast in many investors. I see it in our clients who have unmanaged accounts (accounts we don’t advise on), that I sometimes call “play accounts.” These are often small trading accounts that originated when someone heard a stock tip compelling or when they wanted to own […]
When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is […]
Building on her March 7th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about factors to consider when evaluating your bond holdings.