In 2016, over $390 billion was donated to charitable causes in the US. Many people donate money and time to their favorite charities throughout the year. Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year. When unexpected events, like Hurricanes Harvey […]
TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Parents of College Bound Kids: Finally Some Good News!August 24, 2017 1:27 pm
Building on his August 3rd blog, Derek Amey spoke with WJAR’s Frank Coletta about some positive news about college tuition costs and why this trend may just be getting started.
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.
As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]
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 […]
In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led them to being distracted at work. Of the distracted workers, 46% say that they spend at least three hours or more each week thinking about or dealing with issues related to […]
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 […]
The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to cope with the overwhelming grief that follows, but there are also time sensitive financial obligations that need to be addressed. If your loved one created an asset inventory or “what if” […]
Building on her March 7th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about factors to consider when evaluating your bond holdings.
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 […]