Personal Finance Blog

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

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

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

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

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want

Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR's Frank Coletta about favorite investments falling out of favor.

Building on his August 10th blog, Derek Amey spoke with WJAR's Frank Coletta about money management questions that can affect your career path.    

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

I was at family camp recently and the topic of uninsured/underinsured coverage came up in conversation; in talking with other families, I was amazed

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and