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

Outlook for a Recession

Outlook for a Recession

February 29, 2016 5:59 pm

If one looks at the returns for the S&P 500 from 1980 through 2015, the “down years” (returns of negative 7% or greater at

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Per Capita or Per Stirpes with your IRA?

Per Capita or Per Stirpes with your IRA?

February 16, 2016 3:59 pm

When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite important

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Where’s my 1099? {The 2016 edition}

Where’s my 1099? {The 2016 edition}

February 8, 2016 3:17 pm

Every year I write a blog about 1099s and why investors should expect their 1099s to arrive in late February. I thought now would

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Talking you off the Ledge

Talking you off the Ledge

February 1, 2016 3:56 pm

January was an exceptionally rocky month for stocks. But our clients have been remarkably quiet, calling us infrequently about the markets. Have we done

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A Volatile Start to 2016: What’s Driving the Markets These Days

A Volatile Start to 2016: What’s Driving the Markets These Days

January 21, 2016 8:06 pm

There’s an old axiom that when looking to buy a house, the only three things that matter are “Location, Location, Location.” Well as 2016

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What is a Reverse Mortgage?  Is it for Me?

What is a Reverse Mortgage? Is it for Me?

January 19, 2016 4:27 pm

I was watching television the other night and more than a few commercials were touting reverse mortgages.  In fact, I have noticed over the

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/NBC 10: 2016 Outlook: The Wall of Worry

TV Interview: Betsey Purinton with Frank Coletta from WJAR/NBC 10: 2016 Outlook: The Wall of Worry

January 14, 2016 6:14 pm

Building on her January 4th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about what investors can expect in the coming year.

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2016 Outlook: The Wall of Worry

2016 Outlook: The Wall of Worry

January 4, 2016 5:21 pm

Going into 2016 the Wall of Worry is high. Then again, stocks traditionally climb that wall of worry. Even in 2015, when there seemed

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The Power of Words in Moving the Markets

The Power of Words in Moving the Markets

December 7, 2015 5:23 pm

Markets, like most investors, need to have their financial concerns answered in simple, understandable language. Once again, last week, we saw the power of

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Attention Business owners: When is it time to stop using a SIMPLE IRA Plan, and open a 401k?

Attention Business owners: When is it time to stop using a SIMPLE IRA Plan, and open a 401k?

November 30, 2015 4:31 pm

There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting to

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