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We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Recent Blog Posts

We make personal finance easy to understand

The GameStop Saga, or a Cautionary Tale

The GameStop Saga, or a Cautionary Tale

Posted by Bill LaChance on Mar 16, 2021

Over the past few months, the largest financial story has been GameStop. In January 2021 the brick-and-mortar retailer GameStop was on the brink of bankruptcy when it was caught up in a trading frenzy. Massive bets (I lack a better word for this level of speculative...

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Red or Blue White House? Market Returns by Political Party

Red or Blue White House? Market Returns by Political Party

Posted by Bill LaChance on Feb 3, 2021

This brief post takes a look at the market returns by political party in control of the White House and answers the question, should investors be concerned by the recent change in control? This is not a political post. In fact, one of my New Year’s resolutions...

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Overview of the Consolidated Appropriations Act, 2021

Posted by Bill LaChance on Jan 12, 2021

If you think you have had busy workdays, imagine the day the US Congress had on December 21, 2020, when the new stimulus and omnibus spending bill, the Consolidated Appropriations Act, 2021, was released. That same day, it was voted on and passed by both Houses of...

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