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 […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the YearNovember 4, 2016 1:01 pm
Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR’s Frank Coletta about her top five areas that should be addressed before you ring in the new year.
TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns BubblyOctober 5, 2016 1:38 pm
Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about favorite investments falling out of favor.
Back in the fall of 2000, I suggested to my Mother that she pull back on her portfolio’s stock exposure. My mother was a competent do-it-your-selfer, relying on Value Line and annual company reports to come up with the list of large cap domestic stocks she invested in. At age 85 her portfolio was about […]
One of my clients is retiring this year and we were discussing what to do with his 401(k) at our bi-annual meeting. While typically most people either opt to leave their 401(k) as-is in their company plan or roll it over to an IRA, a third option is available if you own your company’s stock […]
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 […]