2020/2021 Perspectives
Check out our Year End Booklet! Click to view.
Year-End Giving
As the holiday season and end of the year approaches, many think about meaningful ways to give. While the primary purpose of giving is to provide support to charities and those in need, there are…
Presidential Elections and the Stock Market: What History Tells Us
By: Zachary Means, CEO Source: DFA Funds It was election day 2016. I’ll never forget watching the news stations read off which candidate, Clinton or Trump, had won each state. Massachusetts went to Clinton, Florida…
Speculation Is Not a Plan
2020 certainly has been a year to remember, with what feels like more headline-worthy events than one can count. As we look toward the fall, it seems that the drama of 2020 will only continue…
Preserving the Family Camp, Cottage, or Lake House
This month we teamed up with Meredith Maller from the law firm Eaton Peabody to provide you with information on an estate planning topic that we often discuss with our clients. During this difficult time,…
Why are the Markets Doing Well When the Economy Isn’t?
The last few days notwithstanding, the stock market has staged a significant recovery from the market lows we saw in late March. While off its all-time high reached in February, the S&P 500 stands at…
What’s Next?
I always enjoy writing with good news and have some for you today. As I write this, the S&P is up roughly 32% from its lows in March, and we are only down a “mere”…
CARES Act: RMDs, Charitable Giving and IRA Contributions
In March, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), a $2,000,000,000,000 (two trillion) dollar stimulus package. National news outlets have covered the most well-known benefits like taxpayer payments, tax filing…
A Message from Means Wealth
Good afternoon, Over the last few weeks, the consternation concerning personal health, our families, the markets and our economy has been palpable. Like you, I am concerned as these are no doubt challenging times. Many…
Stocking Your Financial Planning Toolbox: Traditional and Roth IRAs
Having a well-stocked toolbox is key and you likely will want to use a variety of tools throughout the process. One of the best tools to consider “purchasing” for your toolbox is the Individual Retirement Account (IRA).