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

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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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: 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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Estate Planning Basics: The High Cost of Failure to Communicate

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

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

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

October 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.

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TV Interview: Derek Amey with Frank Coletta from WJAR/NBC 10: Career Change and Money Management

TV Interview: Derek Amey with Frank Coletta from WJAR/NBC 10: Career Change and Money Management

September 7, 2016 12:56 pm

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

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When Your Investment Turns Bubbly

When Your Investment Turns Bubbly

September 6, 2016 11:16 am

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

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Uninsured and Underinsured Automobile Insurance:  Why the Extra Coverage Matters

Uninsured and Underinsured Automobile Insurance: Why the Extra Coverage Matters

August 19, 2016 10:20 am

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

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Career Change and Money Management: 3 Post-Recession Realities

Career Change and Money Management: 3 Post-Recession Realities

August 10, 2016 9:28 am

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

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