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On the Markets

Investment Update March 2019

Key Points U.S. stocks have been fairly resilient in the face of slowing economic growth and rising fears of a recession. Volatility has been subdued, but bouts could reemerge dependent on a few key developments. A recession is inevitable... Read More »

Investment Update February 2019

Key Points The sharp rebound in U.S. stocks since the Christmas Eve 2018 low has been a welcome development for the bulls, still, we are concerned that the pendulum may have swung a bit too far.  The fourth quarter 2018 earnings season has... Read More »

LWM Insights

The Value of Working with a Wealth Advisor

Money can be a source of stress for many individuals.  Making sure you have enough to live comfortably through retirement or to take care of future generations can cause endless worrying and anxiety. In this age of technology, you might be tempted... Read More »

Quarterly Reporting

In the last 10 years, Uber has revolutionized the way people travel, social media has changed the way we communicate with each other, and cell phones (or mini computers for that matter) are a necessity for certain tasks. One thing that has not... Read More »


Named one of the Top 10 Best Financial Advisors in Boston!

“The way a team plays as a whole determines its success. You may have the greatest bunch of individual stars in the world, but if they don't play together, the club won't be worth a dime.“ - Babe Ruth Today we are honored to be recognized as... Read More »

Mike Tucci, quoted on CNBC article…

Our CEO, Michael Tucci was recently quoted by a CNBC article focusing on the effects of rising rates and their impact on bonds.  Take a few minutes and to read the entire article published on December 10th by CNBC. How to play rising bond rates... Read More »