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    One Meeting House Road, Suite 13 Chelmsford, MA 01824-2737 T: 978.455.7799 F: 978.455.7481
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Tariff Watch: What’s Next?

04.09.2025 // Markets & Investing
Written by: Larry Eppolito, MBA, CFP® Greetings! As you may know,...
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Protecting Your Retirement Income During Market Volatility

03.28.2025 // Markets & Investing
By: Michael Carbone, CFA, CFP® Market volatility can be a cause ...
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On Tariffs the Economy and Your Portfolio

03.06.2025 // Markets & Investing
By: Larry Eppolito, MBA, CFP® Greetings! The topic of tariffs is ...
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Tailwinds and Headwinds, or Post-Election Letter #3

03.06.2025 // Markets & Investing
By: Larry Eppolito, MBA, CFP® Greetings! As a reminder, while eco...
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There’s More to it Than Meets the Bumper Sticker, or Post-Election Letter #2

03.06.2025 // Markets & Investing
By: Larry Eppolito, MBA, CFP® Greetings! As I wrote in my Preamb...
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Preamble to “On Tailwinds and Headwinds”

03.05.2025 // Markets & Investing
By: Larry Eppolito, MBA, CFP® Now that the election is over, it’s...
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Your Portfolio Moves in Percentage Terms Not in Point Terms

08.09.2024 // Markets & Investing
Greetings! We had a rocky start to the week, so you know what tha...
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Investing in Retirement: Tips for Market Highs and Financial Stability

05.13.2024 // Planning & Retirement
By: Michael Carbone, CFA, CFP® Have you ever questioned whether y...
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Retirement Withdrawal Strategy In The US: Simplified Guide for Beginners

05.03.2024 // Planning & Retirement
By: Michael Carbone, CFA, CFP® Transitioning into retirement can ...
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Protecting Retirement Income From Volatility

04.10.2024 // Planning & Retirement
By: Michael Carbone, CFA, CFP® Market volatility can be a cause f...
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Client Letter - Happy 40th!

04.04.2024 // Lifestyle & Personal
Greetings! Forty years ago today, Jory Berkwits called to offer m...
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Dividend Growth vs. High Dividends vs. Buying the Market: Which Strategy has Historically Earned the Highest Returns for its Risk?

03.04.2024 // Markets & Investing
By: Michael Carbone, CFA, CFP® There are generally two ways you c...
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When Roth Conversions Actually Make Sense

02.12.2024 // Planning & Retirement
By: Michael Carbone, CFA, CFP® Any individual has the ability to...
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Social Security’s Long-Term Solvency Problems (and Solutions)

02.01.2024 // Markets & Investing
By: Michael Carbone, CFA, CFP® The long-term solvency of the Soc...
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How To Avoid Underestimating Your Spending Needs When Planning For Retirement

01.27.2024 // Planning & Retirement
By: Michael Carbone, CFA, CFP® This article was written for those...
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On Determining When To File For Social Security Benefits

07.03.2023 // Planning & Retirement
Written by: Michael Carbone, CFA, CFP® The question of when to f...
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LTC Risks

06.27.2023 // Markets & Investing
Written by: Michael Carbone, CFA, CFP® Long-Term Care (LTC) sup...
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Paying for College

05.31.2023 // Markets & Investing
Written by: Michael Carbone, CFA, CFP® For those with children ...
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On Inflation Recessions and Debt Ceiling Limits

05.18.2023 // Markets & Investing
Written by: Larry Eppolito, CFP® Greetings! It’s time for some Sp...
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Late Stage College Planning

05.17.2023 // Planning & Retirement
The cost of attending college has historically increased faster t...
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This Is Not 2008

04.14.2023 // Markets & Investing
Greetings! I’m writing as promised. The following represents my b...
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Why Do Interest Rates Affect Your Investments and What Should You Do About It

03.27.2023 // Markets & Investing
By: Michael Carbone, CFA, CFP® Interest rates and the economy ar...
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Responsible Investing Spectrum

01.30.2023 // Markets & Investing
By: Michael Carbone, CFA, CFP® Responsible investing is a broad t...
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Developing a Stock Option Execution Strategy

01.25.2023 // Markets & Investing
By: Michael Carbone, CFA, CFP® Employees are sometimes offered st...
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Understanding the Risks of LTC

01.12.2023 // Markets & Investing
By: Michael Carbone, CFA, CFP® What is long-term care? Medical or...
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How Can Retirees Gauge Their Risk of Running out of Money

12.15.2022 // Markets & Investing
By: Michael Carbone, CFA, CFP® How much income will you need off ...
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On Bonds

12.14.2022 // Markets & Investing
by Michael Carbone, CFA, CFP® Bond investments have become more a...
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Cryptocurrency, Inflation Update, and a Refresher on How to Determine the Appropriate Investment Allocation

12.05.2022 // Markets & Investing
by Michael Carbone, CFA, CFP® The headlines Crypto bubble ...
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A Case for Improving the ROI of a Financial Wellness Program

11.17.2022 // Markets & Investing
By: Michael Carbone, CFA, CFP® HR professionals have widely ackno...
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Estate Planning Tips for Massachusetts Residents

10.26.2022 // Planning & Retirement
Written by: Michael Carbone, CFA, CFP® What is the goal of estate...
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  • One Meeting House Road, Suite 13 Chelmsford, MA 01824-2737
  • T 978.455.7799
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  • Map & Directions
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