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Market Review – Fourth Quarter 2023
… performance in sectors such as technology, communications services and consumer discretionary that houses the … black swan event. The consumer continues to buy goods and services, which should propel most businesses in the coming … mid-October to end the year at 3.87% on December 29, 2023. Credit spreads narrowed, which indicate a positive outlook …
Market Commentary
… Cod 5 Jason R. Lilly, CFA, CFP ® , Chief Wealth Management Services Officer Michael S. Kiceluk, CFA , Chief Investment …
Community Support Applications
… and Community Health, Human Need and Veterans’/Active Service Members’ Needs. In order to best collect the …
“I Did It My Way” – How to get started with organizing your personal affairs
… and loans such as your mortgage, car and student loans and credit cards.  Medical affairs: document your medical …
What You Need to Know About Deposit Insurance
… of deposit coverage, as it is backed by the full faith and credit of the United States government.  Some financial …
Boost Your Financial Wellness with a High-Yield Savings Account
… It can be discouraging to have finally paid down a credit card, only to need it for an emergency and see that …
John R. Davidson
… term care (LTC) insurance. He has been in the financial services industry for over twenty-eight years helping … Care Insurance     View My BrokerCheck ® Profile Brokerage services are offered through  Osaic Institutions, Inc ., Member  FINRA / SIPC . Cape Cod 5 Investment Services is a trade name of the bank.  Osaic Institutions …
Anca Dehelean
… with over 20 years of experience in the financial services industry. She demonstrates the highest ethical … License     View My BrokerCheck ® Profile Brokerage services are offered through  Osaic Institutions, Inc ., Member  FINRA / SIPC . Cape Cod 5 Investment Services is a trade name of the bank.  Osaic Institutions …
Martha's Vineyard Community Services 40th Annual Possible Dreams Auction
… will support the work of the Martha’s Vineyard Community Services (MVCS). Since 1961, MVCS has met the Island’s human service needs through a wide range of programs and support … For more information, please visit www.mvcommunityservices.org . …
SECURE ACT 1.0 and SECURE ACT 2.0
… expectancy.)     In February 2022, the Internal Revenue Service (IRS) issued proposed regulations for the 10 year … increase your benefit, but you won’t receive delayed claim credits after age 70.  Think about how access to Medicare … corrections officers and employees with 25 or more years of service with the same employer may begin distributions at …
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