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Newsletter Roundup: Choose Your Own News …

Wealth Managers Protect Clients from Cyberattack

     Identity theft is an increasing risk for all of us as we move our personal, business and professional lives more and more into the cloud.  So it becomes more and more important for investors to ask how their wealth managers protect clients from

Amesbury Financial Planner Steve Stanganelli Named as Accredited Estate Planner®

Amesbury Financial Planner Steve Stanganelli, CFP® has been awarded the Accredited Estate Planner® Designation by the National Association of Estate Planners & Councils Jan. 26, 2016 - PRLog -- On January 19, 2016, Steve Stanganelli, a

Is a Roth IRA Conversion Right for Me

When is a Roth IRA conversion right for me, asked a pre-retiree recently.  Well, it depends.  And while never a satisfying answer, it is a personalized decision based on many factors. Let's say you're in a similar position as this pre-retiree who

Reacting to a Market Meltdown

How should you be reacting to a market meltdown? Markets go up.  Markets go down. Sometimes suddenly and deeply.  Before you jump off a cliff take a deep breath and remember that how you decide on reacting to a market meltdown will make a big

Best Ways to Pay for College without Huge Debt

As the calendar nears another school season, parents invariably ask what are the best ways to pay for college without huge debt. In the college funding portion of my financial planning practice, I use all sorts of strategies to reduce potential

Bond ETFs to Hedge Interest Rate Risk

Whether you are a retiree or an investor accumulating for a goal, you probably have fixed income assets in your portfolio - at least you should. With the prospect of higher interest rates on the radar, investors need to consider bond ETFs to hedge

Greek Default: Investing When the Sky Is Falling

With Greek default imminent, what's next?  Investing when the sky is falling is a stomach-churning exercise.  You have to have faith - in yourself, your investment managers and your plan - as well as a medicine cabinet filled with bottles of Tums.  

Protect Your Nest Egg from Large Market Losses

We all invest for different reasons but one thing we have in common is that we don't want to lose money.  As an investor you want to buy low and sell high.  And you want to protect your nest egg from large market losses that may devastate your

Can Index Investing Be Too Good

Can index investing be too good for investors? If everyone just follows the market, will we all fall of the cliff together?  I don't think so.  But I'm biased here. For those who are clients, you know that index investing is at the core of my

Can Robo Advisors Replace Financial Planners

A lot has been written about the trend toward automated online investment platforms that rely on mathematical models and algorithms. Can robo advisors replace financial planners?  I don't think so.  In the long-run, they can work together. I believe

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