by Holly Cloutier | May 25, 2021 | All, Financial Planning, Investment
The purpose of this article is to inform you of recent transactions within the Global Asset Allocation Strategy. As discussed during the First Quarter Market Update, the strategy has been considerably overweight equities in recent months. We have been believers in the...
by Holly Cloutier | May 25, 2021 | All, Business Exit Planning, Financial Planning, Investment
Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you. In fact, tax planning can be a year-round activity. Strategies to ConsiderAlthough your tax picture is unique to you, there are...
by Holly Cloutier | Apr 16, 2021 | All, Financial Planning, Investment
If 2020 were all about the pandemic, 2021 should be about the recovery. After the first three months of the year, it is widely expected that the economic data will follow the improving medical news. The Atlanta Federal Reserve Bank’s economic growth predictor is...
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...
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