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AWM June Planning Newsletter

In our June retirement planning newsletter, we discuss What If This is a Terrible Time to Retire and the following topics: Cost Is a Big Factor in College Decisions, Diversifying Your Portfolio with International Flair, Inflation Protection for Investment Dollars, and Naming a Trusted Contact.
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Three Questions That Can Determine Your Quality of Life in Retirement

Here is an article, published in East End Living Magazine, about the key three questions to ask yourself that can help to determine your quality of life in retirement.
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2023 Key Numbers for Health Savings Accounts

The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).
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Live Your Best Retirement

Here is an article, published in East End Living Magazine, about the most common elements of a great retirement.
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The Long-Term Case for Commodities and Resource Stocks

One of our favorite research providers, GMO, recently published a research report on the long-term outlook for commodity prices and resource stocks. We thought the case they made was compelling enough to share their executive summary and some highlights from the report.
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AWM May Planning Newsletter

In our May retirement planning newsletter, we discuss the 1 Year Checklist and the following topics: Cost Is a Big Factor in College Decisions, Preparing for a Natural Disaster, Should You Consider Tapping the Equity in Your Home? and Naming a Trusted Contact.
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AWM April Planning Newsletter

In our April retirement planning newsletter, we discuss the 3 Year Checklist and the following topics: Closing the Social Security Funding Gap, What's Your Retirement Dream Elevator Pitch? Food Inflation: What's Behind It and How to Cope, and Avoid Probate.
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AWM April Investment Newsletter

In our April Investment Commentary, we discuss the performance and our outlook for the financial markets including the following topics: What Could Go Right; What Could Go Wrong and What's Next?
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Should You Take That Early Retirement Offer?

Here is an article published in East End Living Magazine about evaluating early retirement offers.
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Smart Strategies for Giving to Charity

Here is an article published in East End Living Magazine about smart strategies for giving to charity.
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AWM Q1 Investment Commentary

In our Q1 Investment Commentary, we discuss the performance and our outlook for the financial markets including the following topics: How to Read Yield Curve Signals and Visit Our Blog.
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Energy Transition

Last year we recommended energy transition as a secular theme we wanted to have exposure to in our portfolios. As part of our research, we identified GMO as the best investment manager in the energy transition space and started a position in the GMO Climate Change fund.
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Commodity Price Shocks and Recession Risk

Recent geopolitical turmoil, rising commodity prices, and monetary tightening have increased US recessions risks. Goldman Sachs recently did a study on the impact of commodity price shocks and recessions, here are some of the highlights from their findings.
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AWM March Planning Commentary

In our March retirement planning newsletter, we discuss the 5 Year Checklist and the following topics: Inflation Cuts into Wage Gains, ETFs Are Gaining on Mutual Funds: Here's Why, Key Retirement and Tax Numbers for 2022, Splurge or Save? Making the Most of Your Income Tax Refund.
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Thoughts on the Tragedy in Ukraine

Amid the ongoing tragedy happening in Ukraine we wanted to share some thoughts. First, our hearts go out to the people of Ukraine and the hardships they are facing, which are heartbreaking and senseless. It seems callous to focus on the financial impacts, however, it’s our role and responsibility as advisors to think through how these events can impact our client's financial well being, so here goes:
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Looking to History for Clues

Mark Twain famously said, “History doesn't repeat itself, but it often rhymes.”  From our perspective, we couldn't agree more with this quote. We don't expect history to repeat in the same fashion but do believe that it can provide insightful clues as to what may happen in the future. 
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AWM February Investment Commentary

In our February Investment Commentary, we discuss the performance and our outlook for the financial markets including topics: Corrections Are Normal and Avoid the Speculative S*&%!
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AWM February Planning Commentary

In our February retirement planning newsletter, we discuss a few reasons to file your 2021 tax return early and the following topics: Home Prices Have Risen at Record Pace, When Two Goals Collide: Balancing College and Retirement Preparations, Going Public: How Are Direct Listings Different from IPOs?, and Federal Student Loan Repayment Set to Resume in May.
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AWM January Planning Commentary

In our January retirement planning newsletter, we discuss the keys to a happy retirement and the following topics: Big Boost for Social Security Payments, Are You a HENRY? Consider These Wealth-Building Strategies, Annuity Income: Annuitization vs. Lifetime Withdrawal, and How to Correct an Error on Your Credit Report.
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AWM December Planning Commentary

In our December retirement planning newsletter, we discuss how to Get Financially Organized and the following topics: Rising Premiums, 401(k) and IRA: A Combined Savings Strategy, Charitable Giving Can Be a Family Affair, Your Social Security Statement: What's In It for You?
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AWM December Investment Commentary

In our December Investment Commentary, we discuss the performance and our outlook for the financial markets including the following topics: Global Growth: Slowing but from a High Level, Could the Omicron Variant be a Positive? Has Crypto Gone Hyperbolic? 2022 Investment Strategy and Risks We Are Watching.
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Pre-retirement Checklist

It’s not uncommon for people to get anxious as the prospect of retirement gets closer. The new year is a great time to get started on your pre-retirement checklist!
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Secular Theme: Cybersecurity

Identifying secular themes that can grow rapidly regardless of the business cycle is a key part of our investment approach. When looking for investable secular themes, we want to see structural change in a sector or industry that creates a wave of new demand that is sustainable and materially higher than the economy’s cyclical growth rate. We believe Cybersecurity is a secular theme that will grow rapidly for many years, if not decades. Here are a few thoughts on the theme of cybersecurity:
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AWM October Planning Commentary

In our October retirement planning newsletter, we discuss Qualified Charitable Distributions (QCD) and the following topics: To Spend or Not to Spend? Women Face Challenges in a Post-Pandemic World, Is a High-Deductible Health Plan Right for You? Net Price Calculators Help Gauge College Affordability.
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AWM Q3 Investment Commentary

In our Q3 Investment Commentary, we discuss the performance and our outlook for the financial markets including the following topics: Is the Great Moderation Over? Rotation (Again)? Strategy In Pictures.
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Renewable Energy Growth

As the cost of renewable energy sources such as wind and solar energy continues to drop, they are becoming increasingly competitive with conventional energy sources such as coal or oil. This could provide exceptional investment opportunities.
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AWM September Investment Commentary

In our September investment commentary, we discuss the performance and our outlook for financial markets and the following topics: Are We in The Late Innings? Is It Time To Think Small? Does Valuation Matter? Risks We Are Watching.
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AWM September Planning Newsletter

In this month's retirement planning newsletter, we discuss the keys to a happy retirement and the following topics: 401(k) Plan Participation Trends. Four Reasons to Review Your Life Insurance Needs. Grandparent 529 Plans Get a Boost Under New FAFSA Rules. A Map for Your Family.
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Maximum Employment

Understanding where we are in the employment cycle can provide significant clues to how bonds and stocks are likely to perform in the future. 
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AWM August Planning Newsletter

Our August planning commentary discusses how Covid-19 has left the U.S. travel industry reeling and the following topics: Qualified 529 Expenses. Tips for Managing an Inheritance. Child Tax Credit for 2021: Will You Get More. Signs of a scam and How to Resist It.
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A Tale of Two Markets

In our Q2 commentary, we highlighted some of the reasons why the current economic cycle is only at a mid-point and not headed for a recession anytime soon.
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AWM Q2 Investment Commentary

In our Q2 investment commentary, we discuss the performance and our outlook for the financial markets, including the following topics: Mid or Late Cycle? Dude, Where's My Income (Return)? Quality Stocks and Inflation.
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AWM July Planning Commentary

In our July planning commentary, we discuss how the sequence of returns can affect your retirement and the following topics: Unexpected Surge in Renovation Projects. Don't Let Debt Derail Your retirement. Life Insurance Beneficiary Mistakes to Avoid. Can Creditors Take Your Retirement Savings? It Depends.
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Is Inflation About to Soar?

Last week's inflation numbers were a surprise to the markets and came in at their highest level in decades.  The spike in inflation had investors worried that the Federal Reserve may start tightening monetary policy sooner than expected, leading to a sell-off in stocks.  Going forward, the big debate will be whether the increase in inflation will prove to be 'transitory' or will it lead to higher long-term inflation.  The Fed has been clear on their position that the r
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Cyclical Stocks Have Room to Run

The performance of growth stocks versus cyclical stocks can vary significantly depending on the stage of the business cycle.
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AWM March Investment Commentary

In our March investment commentary we discuss the performance and our outlook for the financial markets, including the following topics: Are We In a New Commodity Supercycle?Are we in a Stock Market Bubble?The S&P 500 Beige Book, which highlights fundamental and thematic trends from the earnings reports of companies. 
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Retirement Insecurity

Each year Boston College's Center for Retirement Research updates its research on retirement insecurity. Their most recent update shows that retirement insecurity increased in 2020, and that 51% of U.S. households are now at risk of being unable to maintain their standard of living in retirement.
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The Real Output Gap

There are several reasons to be concerned about the stock market: valuations are high; signs of excessive trading and bubble activity (SPACs, Bitcoin, Robinhood trading, etc.); and increased volatility. However, there are several signs that we are in the early stages of an economic recovery and there is more room for financial markets to continue higher.
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What is a SPAC?

What is a SPAC? A SPAC—also known as a ‘blank check company’— is a publicly held investment vehicle created to merge with a company, thereby bringing the company public. A SPAC begins with a sponsor forming a corporation and working with underwriters to list the SPAC on a public exchange. In the IPO, a SPAC sells units consisting of a share and a fractional warrant. The proceeds of a SPAC’s IPO are placed in a trust and invested in Treasury notes. The SPAC typically
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Check the background of this financial professional on FINRA's BrokerCheck