George V. Howe

The Lowdown on Robo Advisors

By George V. Howe

The trend toward online investing and advisory services, also known as robo-investing and robo-advice is gaining momentum, but industry participants are struggling to get a handle on how retail investors view and/or use robo-services to conduct their financial affairs.

Who Doesn't Love A 7-Day Weekend?

By Rob Napolitano

Beware The Ides of March

Beware The Ides of March

George V Howe

The Dirty Dozen - Beware of These 12 Tax Scams in 2016

The Dirty Dozen – Beware of These 12 Tax Scams in 2016

Kissing the Fish

Kissing The Fish – A family “guideline” - by Chrissy McCormack

So This is 50!

Well, at least I’m consistent - I recently had the privilege of waking up for the 18,262nd day in a row and, quite frankly, when you put it in that context, saying the word fifty out loud doesn’t sound so bad. I would love to say that 50 is the new 30 but I’m also realistic.

Your Annual Plan: Three Steps to Your Financial Success

As the days get shorter and colder, it's a good time to conduct a comprehensive annual financial review. And while there is no such thing as a one-size-fits-all financial plan, the three-step review process outlined below can help you do a better job of keeping your financial house in order from one year to the next.

What The Federal Reserve Rate Hike Means To You

The events of a couple of weeks ago bring one word to mind: finally. On December 16, 2015, the Federal Reserve (Fed) finally raised the target for the federal funds rate by 0.25%. By raising this key overnight borrowing rate, the Fed raised interest rates for the first time in nine years—an event that has been receiving a great deal of attention recently.

Welcome Chrissy McCormack

It’s a New Year so why not introduce our newest team member, Client Service Associate, Chrissy McCormack. Just about everyone reading this article will have the pleasure of interacting with Chrissy as she becomes an important and integral part of our US Wealth Management team.

The Nantucket Christmas Stroll

“Oh, the weather outside is frightful…but never on Nantucket!” I’ll admit, it’s a little early to jump into the Christmas spirit, but one of our favorite traditions is the Nantucket Christmas Stroll, which always takes place during the first weekend of December.

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