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Exchange Traded Funds or Mutual Funds?

Exchange Traded Funds or Mutual Funds?

by newcente | Aug 23, 2018 | Blog, Equity Markets, In The News, Tax Planning, Uncategorized, What's New

August 23, 2018. By J.D. Wolfsberg: No one can accuse the financial world of being predictable. As the landscape continuously changes, so do the investment vehicles and products offered.  Many investors feel they are better off purchasing a fund or ‘basket’ of...
Repost: Is it Time to Schedule Your RMD

Repost: Is it Time to Schedule Your RMD

by newcente | Aug 16, 2018 | Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Original Post: August 23, 2016. By Lori Patterson: Lori originally posted this article in 2016 but yet again here we find ourselves in the tail-end of summer 2018 in need of a good reminder about Required Minimum Distributions. Read more for what you need to know...
Guest Blog: “Prepare for Landing” by Ashley Niemiec

Guest Blog: “Prepare for Landing” by Ashley Niemiec

by newcente | Aug 7, 2018 | Blog, Family Focus, In The News, Uncategorized, What's New

August 7, 2018. By Jennifer Wolfsberg: In our conversations with clients, colleagues, and professional acquaintances the topic often emerges of moving abroad. The exciting undertaking can also be daunting, with many obstacles getting from point ‘A’ to point ‘B’ amidst...
Matt Okaty Volunteers at Memory Cafe in Cambridge

Matt Okaty Volunteers at Memory Cafe in Cambridge

by newcente | Jul 31, 2018 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

July 31, 2018. By Matthew Okaty: “Nothing is ever really lost to us as long as we remember it.” ― L.M. Montgomery Everyone ages – it’s a fact of life.  Many of us will lose our hair, our teeth, our hearing and eyesight.  A good sense of humor can help us...
Portfolio Commentary: Performance Benchmarking

Portfolio Commentary: Performance Benchmarking

by newcente | Jul 25, 2018 | Blog, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

July 25, 2018. By Mark Barry: After a year in which almost all asset classes exhibited solid positive returns, 2018 has been mixed thus far with respect to performance across the financial markets. In the United States stocks are up, with small caps handily outpacing...
Exchange Traded Funds or Mutual Funds?

Yields on Money Market Funds are Moving Up-Finally

by newcente | Jul 17, 2018 | Blog, Financial Planning, Fixed Income Markets, In The News, Tax Planning, Uncategorized, What's New

July 17, 2018. By John Wolfsberg: It wasn’t too long ago that yields on most money market funds were essentially zero. In fact, had most mutual funds levied their full management fee on these types of funds the yield would have been negative! When the financial crisis...
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