by Holly Cloutier | Jan 19, 2021 | All, Financial Planning, Investment
2020 is finally over. The year ended with a bang, as cyclical and small company stocks that lagged for most of the year outperformed during the final quarter. Cyclical stocks are mostly industrials, financials and energy companies that rely on a strong economy (which...
by Holly Cloutier | Jan 5, 2021 | All, Financial Planning
It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other...
by Holly Cloutier | Jan 4, 2021 | All, Financial Planning
For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase in cyberscams during November and December. To...
by Holly Cloutier | Jan 4, 2021 | All, Financial Planning
As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due to changes in tax withholding rates and limited...
by Holly Cloutier | Jan 4, 2021 | All, Financial Planning
When we talk about planning for the future, we often talk creating a plan. The idea of creating something as big as a plan for the future can imply a ton of from-scratch work (as is often the case), which can cause you to want to put that ton of work off to another...
by Heather Goss | Jan 3, 2021 | All, Financial Planning
When thinking about business planning, one aspect you may be tempted to overlook is the contributions of your key employees. Key employees are the lifeblood of well-run businesses, and they play an important role when owners begin to plan for their businesses’...
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