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Quarterly Market/Economic Overview for the Fourth Quarter, 2016

- Feb 16, 2017

The 4th quarter 2016 was full of market changing news and events. Donald Trump was elected. OPEC reached agreement on limiting oil production. The Federal Reserve raised interest rates by ¼ of a percent. Collectively, these events helped propel US stocks higher from their already lofty peak.   The US stock market responded positively to Trump’s…

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Social Security Benefits to Remain Flat in 2017

- Jan 15, 2017

By Barry Jamieson, CFP, MA   Because of the low inflation figures contained within the CPI index that determines Social Security increases, Social Security benefits are set to go up a mere 0.3% starting in January 2017.  If, for example, you currently receive $2,000 per month from Social Security, your payments will go up by…

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Trusts and STABLE Accounts: Which One Do I Use?

- Nov 03, 2016

By Barry Jamieson, CFP®, MA Now that STABLE accounts are available to individuals with disabilities, parents and guardians often ask   whether they should establish a trust for their loved one as a substitute or in addition to these accounts.   Before addressing this question it is important to review the benefits and limitations of both. STABLE accounts…

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Evaluating Your Portfolio’s Performance

- Sep 06, 2016

by Barry Jamieson, MA For many of us, evaluating our investment account statements is like going to the dentist:  it’s the right thing to do but we would rather put it off!   Sure, we want to feel good about our investments’ performance.   Charting investment returns?   Ranking investments, picking a strategy?   About as much fun as that…

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Quarterly Market/Economic Overview for 2016 Q2

- Jul 28, 2016

By Barry Jamieson In the second quarter, ending June 30, 2016, the stock market roller coaster ride continued–markets fluctuated depending on the news about either oil or China.  Also during this quarter, investors showed greater attention to the slowing economy, interest rates, and finally “Brexit”. Great Britain’s vote to leave the European Union was a surprise to almost…

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Think Before You Tip!

- Jun 25, 2016

Think Before You Tip! By Barry Jamieson, MA   Our society is becoming increasing mobile not just physically but financially. We love the convenience of paying for goods and services by swiping our credit card through a vendor’s card reader or through our phones.   Increasingly, when we go out to eat at our favorite restaurant,…

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