“Swifties” to the Rescue

Market Update for the Quarter EndingDecember 31, 2023 It appears that The Federal Reserve is just about done raising short-term interest rates. We entered 2023 with the Fed in the midst of the most aggressive interest rate hiking cycle of the last 40 years after...

Tax Alert – House Bill 4104

Massachusetts Governor Maura Healey recently signed House Bill 4104, a historic tax relief package titled, “An Act to improve the Commonwealth’s competitiveness, affordability, and equity.” This tax package encompasses a wide range of relief for families, businesses,...

Bad Breadth

Market Update for the Quarter EndingJune 30, 2023 The “breadth” of the market is a term used to describe the general participation of all companies within a market index, such as the S&P 500. Market breadth is an indication of the number of stocks that are rising...

Bonds are Back

Market Update for the Quarter EndingDecember 31, 2022 It was a miserable year for bonds. The bond market meltdown of 2022 has gone down in history as the worst ever, with the Bloomberg U.S. Aggregate Bond Index down 13.1%. To find losses anywhere near as deep, you’d...