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Insights
How to Protect Against Inflation

How to Protect Against Inflation

By Ian Mahmud • 28 Aug, 2024
With inflation easing and the US economy showing some signs of weakness, the market is now turning its attention to a potential rate cut.
midyear-bond-update

Midyear Bond Update

By James Ho • 28 Aug, 2024
..by mid-May signs of cooling inflation ignited a bond rally. Bond prices rose sharply and pushed down the yield on the 10-year US treasury note.
New (and Old) Tax Breaks for Homeowners

New (and Old) Tax Breaks for Homeowners

By Anne Christopulos • 30 Apr, 2024
...tax breaks may not be as widespread as many people think. Also, there are additional tax breaks, especially for energy-related home improvements...
Keep Your Homeowners Insurance Up to Date

Keep Your Homeowners Insurance Up to Date

By Ayaz Mahmud • 30 Apr, 2024
Nearly all insurance companies require that your policy be issued for at least 80% of the replacement cost of your home.
Open Enrollment Ends on January 23

Massachusetts Health Connector – Open Enrollment Ends on January 23

By Ayaz Mahmud • 16 Jan, 2024
Open enrollment ends on January 23; income limits for eligibility for a health insurance credit are up to $72,900 for a single person and $98,600 for a couple.
Bond Market Update

Bond Market Update

By James Ho • 16 Jan, 2024
The Federal Reserve's fight against inflation appears to be finally paying dividends. Here is a recap of yield levels this year.
Bond Market Update

Bond Market Update

By James Ho • 18 Oct, 2023
Interest rates continued to march higher in the third quarter. In July, the Federal Reserve raised the Fed Funds rate for the tenth time...
Estate Taxation: An Ever-Changing Landscape

Estate Taxation: An Ever-Changing Landscape

By Anne Christopulos • 17 Oct, 2023
Most states do not even have an estate tax, and those that do have thresholds ranging from $1million to $11million.
Bond Market Update

Bond Market Update

By James Ho • 25 Jul, 2023
Interest rates resumed their uptrend in the second quarter after having declined earlier this year. The yield curve remains extremely inverted.
Securing Their Future – Investing for Kids

Securing Their Future – Investing for Kids

By Anne Christopulos • 25 Jul, 2023
There are specific financial products for planning and investing when there are children in our lives which may continue as we plan our legacy.
Social Security — How Secure Is It?

Social Security — How Secure Is It?

By Anne Christopulos • 19 Apr, 2023
Some people believe that they will never see a penny from Social Security when they retire someday. The topic of Social Security's long term viability becomes major news every year.
Bond Market Update

Bond Market Update

By James Ho • 19 Apr, 2023
Here is a recap of yields in the first quarter. The Fed is caught between maintaining financial market stability and controlling inflation.
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