Financial Advisor in Westborough, MA

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For some, the social impact of investing is just as important as the return, perhaps more important.

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Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.

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Do you have causes that you want to support with donations?

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Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn about the difference between bulls and bears—markets, that is!

All about how missing the best market days (or the worst!) might affect your portfolio.