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… Accountants - CPAs • Chartered Financial Consultant – ChFC • Certified Trust and Fiduciary Advisor – CTFA … the firm a Fiduciary? As a Bank granted trust powers by the Commonwealth of Massachusetts, we have always been a … supported by a research team that uses a screening process to select securities for our various Investment …
… of a very lengthy – and sometimes stressful – homebuying process which involves the exchange of critical paperwork … wire fraud scams are highly sophisticated and rely on a combination of complicated hacking techniques that include … last minute changes and/or new, unexpected processes for sending funds (i.e. “URGENT: New Instructions for Wiring Your …
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… July 27, 2022 Market Commentary “Flattening the Hill”: Takeaways from this week’s … hill and once complete, almost immediately begin the process of lowering rates. Market Implications The bond … much more compelling and substantially above levels at the beginning of the year. In January 2022, a two-year Treasury …
… Review Q4 2020 Market Review – First Quarter 2021 New Beginnings As the year came to a close, most of the world … included the proliferation of Special Purpose Acquisition Companies (SPACs) - a unique legal structure enabling … such as GameStop and AMC, forcing a “short squeeze” and sending share prices gyrating between extremes. ( Click here …
… a new all-time high on August 18. Cyclical sectors tend to outperform in the early stages of a recovery. The … (-10%), Financials (-21%) and Energy (-41%) lagged. Fixed Income Twelve months ago, 10-year U.S. Treasury yields were … Thoughts Much remains unresolved. We have an economy only beginning to reassert itself. A virus that keeps the world …
… questions to help you prepare for 2.0’s critical changes. Upcoming topics will include new rules that take effect in … 29, 2022. The 2.0 delayed the RMD age again to 73 or 75 depending on the account owner’s birth date, and over the next … before age 59 ½. 2.0 created several new exceptions. Beginning in 2023, private sector firefighters, state and …
… be significant. In these anxiety-fueled times, it’s easy to come up with a list of why we should abandon our financial … progress and advance for our benefit, our families and communities. That’s what we do. That’s why we will get … Reserve twice cutting rates, dropping the overnight lending rate back to 0 -.25%, all-time lows not seen since …
… above and beyond to support the relief efforts in these communities,” said Dorothy A. Savarese, President and CEO of … this, we are reminded of the importance of supporting our communities, both near and far, which was demonstrated by the outpouring of compassion, support and assistance from across the country …
… Cape Cod 5 Reviews Accomplishments, Reports Strong Results and Welcomes New Corporators at its Annual Meeting Release … 6.3% surpassing $3.4 billion and increased deposits, which ended the year above $2.8 billion, by 6% over 2017. The Bank …
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