Wesbury 101 Educational Series|January 14, 2020
Wednesday, January 15, 2020A video series providing perspectives on important economic issues. www.ftportfolios.com
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Tips for 2020/January 14, 2020
Tuesday, January 14, 2020
It’s a new year and a new decade. There seems to be extra incentive to move towards our goals and resolutions, so we wanted to briefly mention two simple but important tips to help keep you on track. Write out the full year 2020....
Read MoreWhat A Difference A Year Makes|January 2, 2020
Thursday, January 2, 2020
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an...
Read More2019 Holiday Hours|December 17, 2019
Tuesday, December 17, 2019
I am happy to share with you our office schedule for the upcoming Holiday Season. Our offices will be closed on Tuesday, December 24th and Wednesday, December 25th as well as on Tuesday, December 31st and Wednesday, January 1st to...
Read MoreWesbury 101 Educational Series|November 19, 2019
Tuesday, November 19, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
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Reaching New Highs|November 13, 2019
Wednesday, November 13, 2019
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets...
Read MoreOctober Heats Up|October 7, 2019
Monday, October 7, 2019
Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but...
Read MoreTechnology Scams, Part 2: Sweetheart Scams/September 17, 2019
Wednesday, September 18, 2019
In last month’s post on technology scams, we reviewed robocalls and tips to avoid getting duped by this rampant problem. In our follow-up posting we look at another scam to watch out for: Sweetheart Scams. Research tells us that...
Read MoreWesbury 101 Educational Series|September 11, 2019
Thursday, September 12, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreWesbury 101 Educational Series|September 9, 2019
Tuesday, September 10, 2019www.ftportfolios.com
Read MoreDog Days of Summer|September 6, 2019
Friday, September 6, 2019
The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade...
Read MoreWesbury 101 Educational Series|August 30, 2019
Tuesday, September 3, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreIt's Been An Interesting Summer|August 22, 2019
Thursday, August 22, 2019
This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are...
Read MoreTechnology Scams, Part 1: Robocalls/August 15, 2019
Thursday, August 15, 2019
Technology is great. Think of all the advances in healthcare, communication and transportation just in the past decade. Like anything else, though, you have to take the bad along with the good. Advancements in technology open the door...
Read MoreWesbury 101 Educational Series|July 31, 2019
Thursday, August 1, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreWesbury 101 Educational Series|July 15, 2019
Tuesday, July 16, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreMarket Update|July 8, 2019
Monday, July 8, 2019
Happy Birthday, United States of America! U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi agreed...
Read MoreWesbury 101 Educational Series|June 24, 2019
Tuesday, June 25, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreWhat’s New on Capitol Hill?/June 19, 2019
Thursday, June 20, 2019
There are a couple of bills that are before each of the two houses that could have small but meaningful impact on personal finances and retirement planning. While they are similar, let’s focus on the bill before the House of...
Read MoreTrade and Tariffs/June 10, 2019
Tuesday, June 11, 2019
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United...
Read MoreS&P 500 New Highs|May 6, 2019
Monday, May 6, 2019
If it seems like the financial markets have been off to an unusually strong start to the year—you are correct. The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30...
Read MoreYour Tax Withholding Will Get More Accurate…But Will It Be Simpler?
Friday, May 3, 2019
Your Tax Withholding Will Get More Accurate…But Will It Be Simpler? Unless you’ve filed for an extension, you now know the impact of the new tax changes on your individual income taxes. Whether positive or negative, many...
Read MoreWesbury 101 Educational Series|April 30, 2019
Tuesday, April 30, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreWesbury 101 Educational Series|April 15, 2019
Monday, April 15, 2019A video series providing perspectives on important economic issues. www.ftportfolios.com
Read MoreSignals We See in Q1 2019 Results| April 5, 2019
Friday, April 5, 2019
April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year...
Read MoreSpring = College
Thursday, March 28, 2019
Spring is here. The birds are singing, the flowers are blooming – and families are making college decisions. While college enrollment in the U.S. has been flat for the last few years, the rate still hovers around 70%. College...
Read MoreWesbury 101 Educational Series|March 13, 2019
Wednesday, March 13, 2019A video series providing perspectives on important economic issues. https://www.ftportfolios.com/
Read MoreMarket Update|March 8, 2019
Friday, March 8, 2019
The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991. Stocks have climbed the “wall of worry” once again, but...
Read MoreNina Deschene Earns RFC Designation|March 7, 2019
Thursday, March 7, 2019
I am very pleased to announce that Nina R. Deschene, AIF, Financial Paraplanner Qualified Professional™ for our practice has been awarded the Registered Financial Consultant [RFC] designation from the International Association...
Read MoreWesbury 101 Educational Series|February 22, 2019
Friday, February 22, 2019https://www.ftportfolios.com/
Read MoreStreet View Video: Market Fundamentals|February 20, 2019
Wednesday, February 20, 2019LPL Research Chief Investment Strategist John Lynch provides LPL's perspective on Market Fundamentals. Market Fundamentals
Read MoreRemain Focused on Fundamentals|February 11, 2019
Monday, February 11, 2019
Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a...
Read MoreStreet View Video: Recent Government Shutdown and market Implications
Thursday, January 31, 2019LPL Research Chief Investment Strategist John Lynch offers his perspective on the recent 35-day government shutdown and it's market implications. https://www.youtube.com/watch?v=rRBSrFmgRfk&feature=youtu.be&app=desktop
Read MoreWesbury 101 Educational Series|January 15, 2019
Tuesday, January 15, 2019https://www.ftportfolios.com/
Read MoreA New Year's Perspective|January 10, 2019
Thursday, January 10, 2019
It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst...
Read MoreMarket Volatility/December 10, 2018
Monday, December 10, 2018
Another year is drawing to a close, but so far neither market volatility nor market-moving headlines have shown any signs of winding down. As we reflect on a challenging 2018 and look for bright spots in 2019, confidence in continued...
Read MoreTo Do List Before the End of 2018/November 27, 2018
Tuesday, November 27, 2018
As the year winds down, there are some important actions you may want to take before the clock runs out on 2018. Roth IRA First and foremost, check your eligibility to contribute to a Roth IRA. With most of us seeing a tax deduction in...
Read MoreMidterm Election Results|November 7, 2018
Wednesday, November 7, 2018
The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...
Read MoreWesbury 101 Educational Series|November 5, 2018
Monday, November 5, 2018https://www.ftportfolios.com
Read MoreFree Credit Freezes and Yearlong Fraud Alerts|October 31, 2018
Wednesday, October 31, 2018
Beginning September 21, 2018, those concerned about identity theft can freeze their credit and place one-year fraud alerts at no cost. Due to the passage of the new Economic Growth, Regulatory Relief, and Consumer Protection Act,...
Read MoreWesbury 101 Educational Series|October 25, 2018
Thursday, October 25, 2018https://www.ftportfolios.com
Read MoreMarket Volatility|October 12, 2018
Friday, October 12, 2018
The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can...
Read MoreKey Factors to Watch in Q4|October 8, 2018
Monday, October 8, 2018
The first day of fall may be in September, but the beginning of October is when that autumn feeling really kicks in. Whether you’re mourning the end of long summer days or embracing the return of pumpkin spice at your local...
Read MoreRaymond Noel Earns Prestigious MRFC Credential
Tuesday, September 11, 2018Raymond R. Noel Awarded Prestigious MRFC Credential The Master Registered Financial Consultant Certification Board (MCB) is proud to announce that Raymond R. Noel, CAP®, MRFC, AIF®, MBA, CFS, CEPA®, CPWA® of Northeast...
Read MorePlenty of Positives|September 10, 2018
Monday, September 10, 2018
It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college, parents and students alike are excited yet probably nervous at the same time. What will the...
Read MoreWesbury 101 Educational Series|September 4, 2018
Tuesday, September 4, 2018https://www.ftportfolios.com
Read MoreWesbury 101 Educational Series|August 20, 2018
Monday, August 20, 2018https://www.ftportfolios.com
Read MoreWesbury 101 Educational Series|August 15, 2018
Wednesday, August 15, 2018https://www.ftportfolios.com
Read MoreWesbury 101 Educational Series|July 18, 2018
Thursday, July 19, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com
Read MoreLPL Research Midyear Outlook 2018 The Plot Thickens
Wednesday, July 18, 2018The recently released LPL Research Midyear Outlook 2018 The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...
Read MoreWesbury 101 Educational Series|June 13, 2018
Wednesday, June 13, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com
Read MoreMid-Year Check In|June 11, 2018
Monday, June 11, 2018
The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
Read MoreWesbury 101 Educational Series|May 21, 2018
Monday, May 21, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com
Read MoreChantal Cote Joins Firm
Tuesday, May 15, 2018
I am pleased to announce the addition of Chantal Cote, Client Service Associate, to our team. Chantal joins us with over 30 years of financial industry experience in various client service roles. She works closely with Nina executing...
Read MoreLooking to Retire Soon?|May 3, 2018
Thursday, May 3, 2018
Looking to retire soon? You’ve been diligent about saving, and are looking forward to retiring soon. Like most people you have the majority of your retirement savings in your employer-sponsored plan – think 401(k) –...
Read MoreWesbury 101 Educational Series| April 19, 2018
Monday, April 23, 2018A video series providing perspectives on imp https://www.ftportfolios.com
Read MoreFORBES NAMES RAYMOND R. NOEL AMONG AMERICA’S TOP FINANCIAL ADVISORS|April 2018
Friday, April 6, 2018
NEWS RELEASE - April, 2018 Bedford, NH - Raymond R. Noel, CPWA®, CAP®, AIF®, RFC®, MBA, CFS, CEPA® an independent Financial Planner at Northeast Planning Associates, Inc. was recently recognized by Forbes magazine...
Read MoreUpdated IRS Withholding Calculator|March 26, 2018
Monday, March 26, 2018
Updated IRS Withholding Calculator Since the president signed the Tax Cuts and Jobs Act into law on December 22 of last year, many clients have been asking if they should make and changes to withholding from their paycheck. The Tax...
Read MoreWesbury 101 Educational Series| March 22, 2018
Thursday, March 22, 2018A video series providing perspectives on important economic issues. http://www.ftportfolios.com
Read MoreWesbury 101 Educational Series| March 9, 2018
Monday, March 12, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com/
Read MoreWesbury 101 Educational Series| March 5, 2018
Tuesday, March 6, 2018A video series providing perspectives on important economic issues. http://www.ftportfolios.com
Read MoreWesbury 101 Educational Series| February 15, 2018
Friday, February 16, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com/
Read MoreMarket Volatility|February 8, 2018
Thursday, February 8, 2018
After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re...
Read MoreWesbury 101 Educational Series| February 5, 2018
Monday, February 5, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com/
Read MoreWesbury 101 Educational Series|January 23, 2018
Thursday, January 25, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com
Read MoreTax Reform is Here
Monday, January 22, 2018
Tax Reform is Here The 2017 Tax Cuts and Jobs Act was officially signed in to law on December 22, 2017. This is the most sweeping tax legislation in more than three decades, and it affects both individuals and businesses. The most...
Read MoreWesbury 101 Educational Series|January 5, 2018
Friday, January 5, 2018A video series providing perspectives on important economic issues. https://www.ftportfolios.com/
Read More2017 Tax Law Change
Wednesday, January 3, 2018
I hope that you have enjoyed spending time with loved ones during this holiday season. This time of year often presents an opportunity for some additional rest and relaxation, but there is always the possibility for activity in the...
Read MoreWesbury 101 Educational Series|December 15, 2017
Friday, December 15, 2017A video series providing perspectives on important economic issues. Wesbury 101 Educational Series
Read MoreWesbury 101 Educational Series| December 8, 2017
Friday, December 8, 2017A video series providing perspectives on important economic issues.
Read MoreOutlook 2018 Return of the Business Cycle|November 30, 2017
Thursday, November 30, 2017The LPL Research Outlook 2018: Return of the Business Cycle provides insightful commentary to help you navigate the year ahead.
Read MoreWesbury 101 Educational Series|November 17, 2017
Monday, November 20, 2017A video series providing perspectives on important economic issues. Wesbury 101 Educational Series|First Trust Portfolios
Read MoreNina Deschene Earns Registered Paraplanner Designation®
Thursday, November 9, 2017
I am very pleased to announce that the College for Financial Planning has conferred upon Nina R. Deschene of our office the designation of Registered Paraplanner®. The Registered Paraplanner® designation can only be achieved by...
Read MoreYear End Tax Planning|November 1, 2017
Wednesday, November 1, 2017
“Time moves slowly, but passes quickly” Alice Walker As winter approaches, it’s again time to look at end-of-year planning that is important to do now before the holidays take over. Here are some key things you may...
Read MoreMarket Watch|October 30, 2017
Monday, October 30, 2017
This time of year can seem quiet, with summer vacations and back to school behind us, and the buzz of the holiday season still a few weeks away. Although this sense of calm may be a welcomed break, there is plenty of activity in the U...
Read MoreWesbury 101 Educational Series| October 24, 2017
Tuesday, October 24, 2017A video series providing perspectives on important economic issues. Wesbury 101 Educational Series|First Trust Portfolios
Read MoreWesbury 101 Educational Series| October 5, 2017
Thursday, October 5, 2017A video series providing perspectives on important economic issues. https://www.ftportfolios.com/index.aspx
Read MoreFocus On Fundamentals|October 5, 2017
Thursday, October 5, 2017
During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events...
Read MoreWesbury 101 Educational Series| September 1, 2017
Friday, September 1, 2017The latest Economic Video Commentary by Brian Wesbury, Chief Economist for First Trust Portfolios is available to view. https://www.ftportfolios.com/index.aspx
Read MoreWesbury 101 Educational Series| August 28, 2017
Monday, August 28, 2017The latest Economic Video Commentary by Brian Wesbury, Chief Economist for First Trust Portfolios is available to view. www.ftportfolios.com
Read MoreMarket Watch|August 23, 2017
Wednesday, August 23, 2017
As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us. No...
Read MoreRaymond Noel Awarded 2017 Ethics Approved Status
Monday, July 17, 2017
The International Association of Registered Financial Consultants (IARFC) has recently awarded Raymond R. Noel, CAP®, AIF®, RFC®, MBA, CFS, CEPA® of Northeast Planning Associates, Inc. the “Ethics Approved...
Read MoreMichael S. Riddell Earns AIF® Designation
Thursday, July 6, 2017
I am proud to announce that Michael S. Riddell, Financial Planner, has recently obtained the Accredited Investment Fiduciary (AIF) designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the...
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