Investment Management Services
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Personalized Financial & Investment Guidance
for Every Stage of Life
Build a Retirement Portfolio That Powers Your Ideal Lifestyle
A well-designed retirement portfolio serves as a powerful foundation for supporting the dynamic and evolving plans that real people live, bringing peace of mind and flexibility throughout retirement. A client-centered, goals-based, total-return strategy, integrated with every aspect of a financial life, delivers lasting confidence and adaptability for sustainable retirement income. Lifestyle-Driven, Goals-Based Retirement Planning A […]
Invest or Repay Student Loans? A Smart Guide for Young Professionals
For young professionals starting their careers, one of the biggest financial questions is: Should I pay off my student loans early or start investing to build wealth? With rising living costs, modest entry-level salaries, and student debt at record highs, this decision carries enormous weight for your long-term financial success. The challenge is that in […]
Continuing Care Retirement Communities: Costs, Contracts, and Planning Strategies
People often picture retirement as a chapter of freedom and enjoyment, but they also face big choices, especially about where to live. For many retirees, staying in the family home feels grounding and familiar. With the support of in-home care services, aging in place remains a popular option. However, a growing number of seniors are […]
Avoiding Probate Pitfalls for Massachusetts Professional Corporation Shares with a Revocable Living Trust
The Unique Challenge of Massachusetts Professional Corporation Shares In Massachusetts, professional corporation (PC) shares, such as those in a medical, legal, or dental practice, are subject to special rules. Most notably, only licensed professionals (like physicians) are permitted to own these shares. When a sole shareholder dies, shares passing to non-licensed beneficiaries (such as a […]
A Guide to Real Estate Investment Trusts (REITs) for Physicians and High-Income Investors in 2025
As a high-income professional—especially for physicians, senior executives, and business owners balancing demanding careers and complex financial lives—finding tactical, reliable investments is a top priority. With the prospect of the Federal Reserve easing its policy stance, real estate investment trusts (REITs) are regaining the spotlight among sophisticated investors seeking to boost income, hedge against inflation, […]
AI Agents Explained: Real-Life Impact and Investment Trends
AI agents are rapidly becoming one of the most transformative forces in society, fundamentally changing how we live, work, and invest. Emerging as autonomous, adaptive systems capable of interpreting intent, reasoning independently, and taking multi-step actions, AI agents are shifting the landscape across daily life, industries, and new investment themes. From automating routine tasks to […]
2025 Tax Reform: What the One Big Beautiful Bill Act Means for You
On July 4, 2025, a landmark piece of legislation titled the “One Big Beautiful Bill Act” was signed into law, ushering in a sweeping transformation of the U.S. tax code. This historic act not only solidifies many of the popular but temporary provisions of the 2017 Tax Cuts and Jobs Act (TCJA), but also introduces […]
How to Apply for Social Security in 2025: A Step-by-Step Guide
Applying for Social Security is a key milestone in your retirement journey. To help reduce stress and make the process more manageable, we’ve broken it down into straightforward steps. This guide covers eligibility, timing, required paperwork, and the application process, enabling you to move forward with confidence. 1. Check Your Eligibility Before you apply, confirm […]
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