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Upcoming Events

Post-Summer Market Outlook 2022: The Outlook Has Changed

Stock valuations, bond yields, and economic data all shifted meaningfully over the first 8 months of this year. In light of this, investors must update their expectations. Is it a time of heightened risk or abundant opportunities?

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Past Events

Social Security Planning-Get What You Deserve

Learn 5 strategies for maximizing the potential of your Social Security future. The decisions you make can have a tremendous…

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Client Shred-It Event – Woburn

Routinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of…

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Client Shred-It Event – Westwood

Routinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of…

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How to Navigate the College Search & Application Process Stress-Free

Listen in for an overview of the college process, including financial aid.  You’ll learn when to get the process started,…

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Tell Your Money What to Do: How Women Can Be Financially Prepared for the Unexpected

Ninety percent of women will find themselves solely responsible for their own financial security at some point in their life.…

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Stealth Taxes May Cost You At Tax Time

Stealth taxes fly under the radar. They have nothing to do with your tax bracket, and many taxpayers are unaware…

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2022 Market Outlook

Chief Investment Officer, Bob Weisse, CFA, CFP®, shared our expectations for stock and bond markets in 2022 and thoughts on…

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What’s Next for the Recovery and Bull Market?

Global stocks have seen double-digit gains thus far despite concerns about inflation, potential Federal Reserve tightening, new spending programs from…

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Is the Window for Selling My Business Closing?

It’s been a seller’s market for business owners for the last 10+ years. For those looking to sell, is the…

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Understanding Sustainable Investing

Sammy Azzouz of Heritage Financial and Isabelle Williams of Dimensional Fund Advisors discuss sustainable investing, highlighting key considerations and explaining…

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