Blog

4/10/2015

For 50 years, Warren E. Buffett has been at the helm of Berkshire Hathaway, among the largest publicly held companies in the world. For 50 years, Buffett has been publishing annual letters to shareholders. With our evidence-based, diversified investment strategy, we don’t typically focus on particular companies’ annual announcements, nor do we typically share them as recommended reading.

As seen in the Concord Journal in September 2014
By Peter R. Johnson

Did you know that if a child is over 18 and is injured or becomes ill at college, the college’s health care office is not necessarily able to communicate with the child’s parents regarding the child’s condition? If they disclose confidential medical information without the child’s consent, they could be subjected to penalties under a federal law called the Health Insurance Portability and Accountability Act (HIPAA).

As seen in the Boston Magazine in February 2013

Byron Woodman, Jr. and Lee McGowan were chosen as 2013 Five Star Wealth Managers for a second year in a row.

As seen in the Concord Journal in September 2012
By Lee C. McGowan, CFP^®

As we approach the final stretch of 2012, there are several reasonable and looming questions on the minds of taxpayers and their advisors. What action will be taken with respect to the so-called Bush tax cuts of 2001 and 2003 and how will it affect me? What should I do regarding the Medicare surtax? How do we deal with the uncertain and ever-changing tax code?

As seen in the Concord Journal in August 2012
By Lee C. McGowan, CFP^®

When should you apply for Social Security retirement benefits?It’s a seemingly simple question, but with many moving parts; the solution for one person may not be the best answer for another. Is there a simple answer? How are other people solving this puzzle?

As seen in the Concord Journal in May 2012
By Lee C. McGowan, CFP^®

We’re well into spring and if you’re reluctant to take on the proverbial spring cleaning tasks such as organizing the closets and cleaning the garage, then take a run at “financial spring cleaning.” Rather than purging old clothes and refreshing the drapes, perhaps use the momentum from the recent tax season to freshen up your financial files.

As seen in the Concord Journal in March 2012
By Lee C. McGowan, CFP^®

People lament that the only two certainties in life are death and taxes. Perhaps that is why these concerns may also be two of the most stressful aspects of life. According to the Gallup-Healthways Well-Being Index, the second most stressful day for people in 2011 was April 18, income tax filing deadline (the most stressful day was April 27, the day nearly 350 people died from the largest outbreak of tornados ever recorded in the United States).

01/20/2015

Dear Clients and Friends,

Happy New Year – we wish you all the best for a happy, healthy and prosperous 2015. In 2014, we had the good fortune of adding two new employees, Laura Floyd and Tyler Murphy. We have also been recognized as 2015 Five Star Wealth Managers* that will be highlighted in an upcoming issue of Boston magazine.

Jan 20, 2015

In our most recent quarterly letter, we highlight the question - Are stocks overpriced? We discuss a Nobel laureate's point as well as the counterpoint from a well-known (in the investment world) economist and writer.

Dec 2, 2014

Late each year, we learn whether there will be an increase in retirement plan contribution limits, gifting limits and Social Security benefits. We have created a one page "Key Tax Numbers" table that outlines the changes from 2014 to 2015. Please see the attached document below. If you have any questions, please be in touch.