On this cold, blustery Patriot’s Day in Massachusetts, we salute all of the runners who are participating today in our hallowed Boston marathon. May these champions of...
Articles
The Future of Retail and Technology Advances
For those of us in the Northeast, the month of March is offering winter wonderland challenges. When power is out, and there is no heat, or when the roads are blocked with...
More Perspectives on Market Events and Volatility
With all the volatility in the stock market we are concentrating this newsletter on the markets but that is not the only financial activity that people have. Large purchases...
Complete Clearing and Cleaning
The sounds of paper thrashing are in the background while typing this message. Iron Mountain, a shredding company, is on location to remove the paper waste we have...
A Pointed Review of the Current GOP Tax Plan
President Trump has stated the new tax plan is his and the Republican party gift to the American people. Below is an outline of the proposed changes offered by our elected...
Gratitude. Jessie. Take A Moment.
November, the precious month of Thanksgiving, gets shortchanged. At least that is how this month feels this year. Halloween stretched beyond a week with two weekend...
The Equifax Fiasco: How to Respond to a Data Breach
Amidst the fires in the west and the hurricanes in the south, and continual worry about friends and family located in all parts of the country, you may have read that...
Retirement Reality
Planning for retirement is one of the top three objectives of every client engaged in a professional financial relationship (even for those who are already retired). And,...
Macro and Micro – How to “hold” it All
Pausing before I type, as I attempt to organize my thoughts from the spontaneous title that just swept through me, I note that we humans live moment by moment in the flurry...
Transitions, Disruptions, Upheavals – Oh My!
The title of this article brings up emotions, feelings and concepts. Pause and notice what emotions, feelings and concepts are present for you. My guess is that on a...
When Dropping Insurance Coverage is Not a Cost Savings
It is with a heavy heart I write this article concerning protection and unexpected consequences. On April 7, 2017, my mother who lives 1,500 miles away was in a car...
It’s May … let’s Appreciate Mothers, let’s Appreciate Women
In the Colman Family, May is an unusually hectic month of the year. There are several birthdays, an anniversary, school endings, and... of course, Mother's Day. It was...
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