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

Should I accept less money on the sale of my house with a cash offer?

Should I accept less money on the sale of my house with a cash offer?

January 29, 2018 9:57 am

Now that real estate is heating up again and inventory is low, more buyers are bidding on houses and some believe offering cash just might give them the inside track. But what if these cash offers are lower than other offers. Is it worth it? It’s a good question and one

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The Case for Risk Management in 2018

The Case for Risk Management in 2018

January 2, 2018 12:52 pm

A friend recently said to me, “Anyone could make money in 2017.” Quite true, allowing for the slight exaggeration on “anyone.” The average equity

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10:  Financial News or Financial Entertainment? There is a big difference.

TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Financial News or Financial Entertainment? There is a big difference.

November 2, 2017 11:49 am

Building on his October 5th blog, Derek Amey spoke with WJAR's Frank Coletta on Facebook Live to discuss the latest financial headlines and why

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Financial News or Financial Entertainment? There is a big difference.

Financial News or Financial Entertainment? There is a big difference.

October 5, 2017 2:40 pm

Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10:  Equifax: Are Monitoring, Alerts and Freezes Enough?

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Equifax: Are Monitoring, Alerts and Freezes Enough?

September 29, 2017 1:16 pm

Building on her September 18th blog, Betsey Purinton spoke with WJAR's Frank Coletta about the Equifax breach and what you can do to protect

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Equifax: Are Monitoring, Alerts and Freezes Enough?

Equifax: Are Monitoring, Alerts and Freezes Enough?

September 18, 2017 1:11 pm

Like most people, my credit cards have periodically been stolen, and subsequently replaced by my credit card companies. A vendor for my health insurance

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10:  Parents of College Bound Kids: Finally Some Good News!

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

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10:  Stock Play Accounts are Meant to be Fun

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Stock Play Accounts are Meant to be Fun

August 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.

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Parents of College Bound Kids: Finally Some Good News!

Parents of College Bound Kids: Finally Some Good News!

August 3, 2017 3:59 pm

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle

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Stock Play Accounts are Meant to be Fun

Stock Play Accounts are Meant to be Fun

July 5, 2017 11:18 am

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

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