Tim provides comprehensive investing advice to individuals, couples, small business owners, and executives in MA, NH, ME, and RI.
Gain Tim’s valuable insights on markets, interest rates, and the economy to enable you to be able to make informed decisions.
Providing Financial Planning and Retirement Planning services for Individuals and employers in MA, RI, NH, and ME.
The last time consumer confidence got as high as it was this March was in December 2000, during the tail-end of the dot-com boom.[...]
The adviser fees might come down in your 401(k). If you rollover your 401(k) or 403(b) to an IRA the advisor fees in the IRA should be the same (or less).[...]
The fulcrum of the new Fiduciary Rule from the U.S. Department of Labor (DOL), which becomes law on April 10, 2017, is the Best Interest Contract Exemption.[...]
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