Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

Get the Checklist: Organizing Your Finances for the New Year

Get the Checklist: Organizing Your Finances for the New Year

January 12, 2017 3:27 pm

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

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Debit or Credit? Which to Use and When?

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.

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2017 US Equity Market Outlook

2017 US Equity Market Outlook

January 3, 2017 11:28 am

Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism.  2017 feels particularly bullish

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5 Tips to Make Your 401k Grow

5 Tips to Make Your 401k Grow

January 1, 2017 12:00 am

For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement.  With most private companies doing

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Preparing For Parenthood

Preparing For Parenthood

December 28, 2016 12:00 am

Whether it’s to stay in school longer to earn a higher degree, become more established in a career, or not wanting to settle down

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Debit or Credit? Which to Use and When?

Debit or Credit? Which to Use and When?

December 15, 2016 1:41 pm

Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s a

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TV Interview: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?

TV Interview: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?

December 2, 2016 12:48 pm

Building on her most recent blog, Megan Logee spoke with WJAR's Frank Coletta about some actions we can take to financially prepare our children

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Are Your Children Financially Prepared for What Comes  After High School?

Are Your Children Financially Prepared for What Comes After High School?

November 21, 2016 9:06 am

In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Post Election: Now What?

TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Post Election: Now What?

November 17, 2016 1:43 pm

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

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Post Election: Now What?

Post Election: Now What?

November 9, 2016 1:17 pm

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

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