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 […]
As a Financial Advisor in New England for more than 10 years, I’ve met with quite a few clients looking for advice on a second home to escape our most unpopular season: winter. Usually the conversation starts with my client telling me of the deals they can find on buying a vacation home in sunny […]
StrategicPoint’s Women’s Planning Initiative held an evening gathering in May during which we discussed: The Anatomy of a Good Decision, including a look at what elements go into a worthwhile decision. The topic is meant to be broad in order to encourage the sharing of views, but it got me thinking about one aspect of choice […]
It is not unusual for a client to call me and want to put some cash to work. “Is this a good time?” the client often asks. While I am a firm believer in investing, how I answer that question depends on the person I am talking to. Many people find it difficult to part […]
If one looks at the returns for the S&P 500 from 1980 through 2015, the “down years” (returns of negative 7% or greater at year end) have all been tied to one of three events: a recession, a bubble bursting, or a credit crisis. In this week’s commentary, I talk about the first cause of […]
When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite important to review now, because you want to make sure you understand how your money is distributed once you’re gone. There is no wrong or right way; there is only your way. […]
I love a good comeback, so I was especially pleased to learn that Congress brought back qualified charitable distributions in 2015. A qualified charitable distribution (QCD) is a donation made directly from your IRA to a charity when you have reached the age of 70 ½. 70 ½ is the magic age when Uncle Sam […]
There’s an old axiom that when looking to buy a house, the only three things that matter are “Location, Location, Location.” Well as 2016 has started, the market has really begun to worry about “Oil, Oil, Oil.” Yes there are other issues, many of which you are all quite familiar with, but at this point […]
TV Interview: Betsey Purinton with Frank Coletta from WJAR/NBC 10: Volatility – When to be Nervous and When to be CalmNovember 19, 2015 2:42 pm
Building on her November 9th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about when volatility is normal and when it can be concerning.