Financial Articles


The Benefits of a Deep Bench    April 2018 by Matthew Somberg

History Rymes Again    April 2018 by Joshua Gottfried
Patterns in Stock Market Volatility

What is an Exchange Traded Fund    April 2018 by Daniel Heffernan

New Tax Law Changes Taking Efect in 2018    April 2018 by Ryan Olschefskie

Withdrawing Trust Income To Reduce Taxes    April 2018 by James DeMartino

An Uncommon Approach:  Values Based Financial Planning    April 2018 by Taylor King

Downsizing in Retirement - Should I Consider Renting?    April 2018 by Kathleen Erickson

Client Assets Under Advisement Exceed $500 Million   September 2017 by Matthew Somberg

Equifax Security Breach and Protecting Your Investments   September 2017 by Joshua Gottfried

What is a Qualified Longevity Annuity Contract or QLAC?   September 2017 by Daniel Heffernan

Long-Term Care - What you need to know   September 2017 by Ryan Olschefskie

Medicare's Late Enrollment Penalty - It Lasts A Lifetime   September 2017 by James DeMartino

Avon Office Expansion:  41 East Main Street, Avon, CT   September 2017


Matthew Somberg and Joshua Gottfried Rank in REP. Magazine’s “Top Next Gen IBD Advisors” List     January 29, 2014

New York Times: Laid Off, With Retirement Almost in Sight    January 6, 2012

New York Times: Best Places to Store Down Payment Money    June 1, 2010
Investors should consider the investment objectives, risks and charges and expenses of the investment company carefully before investing.  The prospectus contains this and other information about the investment company.  You can obtain a prospectus from your financial representative.  Read the prospectus carefully before investing.  Past performance is no guarantee of future results. Diversification does not assure against market loss. Please click on fund ticker symbols for more complete fund information, including performance.

Back to School on 403(b)s    August 28, 2008

The Magic of Production Teams    April 19, 2007