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January 2024 Market Value Update
Here’s our January Market Value Update. The past year has been marked by unpredictability,...
Milestones
My family has hit a couple of milestones recently which have reminded me that my Mom was right (as...
Recent Massachusetts Tax Law Changes Affecting Individuals
October 2023 saw the passage of a bill providing $1B in tax cuts for Massachusetts taxpayers. With...
2nd Degree Black Belt
It has been an honor to work with my Ju Jitsu/Kenpo partners (pictured above), who I have worked...
2024 Qualified Charitable Distributions (QCDs)
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian...
Market and Economic Update Q1 2024
I am going to touch on various topics regarding the markets and economy. You can jump to those...