Broker Check

Norwell Office

46 Accord Park Drive

Norwell, MA 02061
(781) 878-4063

Westerly Office

56 Wells St.

Westerly, RI 02891
401-596-6600

Blog

Monday, May 18, 2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

Monday, May 11, 2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Monday, May 4, 2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

Friday, May 1, 2026

Small businesses play a crucial role in the United States' economy. According to the U.S. Small Business Administration's Office of Advocacy, there are 36.2 million small businesses in the United States.

Monday, April 27, 2026

Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire. The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...

Show All

Tuesday, April 21, 2026

Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked...

Monday, April 13, 2026

Click here to read the full Client Update Newsletter.

Monday, April 6, 2026

Stocks rose over the short trading week on fresh hopes for a quick end to the Middle East conflict, while March job growth was unexpectedly strong.The Standard & Poor’s 500 Index picked up 3.36 percent, while the Nasdaq Composite Index...

Thursday, April 2, 2026

We wanted to remind you that our offices and the stock market are closed tomorrow for Good Friday. The bond markets will shut down earlier the in the afternoon for Maundy Thursday, also known as Holy Thursday. For those who observe, we...

Monday, March 30, 2026

Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict. The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...

Monday, March 23, 2026

Last week brought continued market movement as developments in the Middle East and statements from global leaders influenced investor sentiment. The Standard & Poor’s 500 Index lost 1.89 percent, while the Nasdaq Composite Index fell 2...

Monday, March 16, 2026

We want to make you aware of a rise in government‑related impersonation scams being reported across the country. Individuals have been contacted by callers, emails, or letters from people falsely claiming to represent government...

Monday, March 9, 2026

Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market. The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24...

Tuesday, March 3, 2026

Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...

Tuesday, February 24, 2026

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions. The Standard & Poor’s 500 Index advanced 1.07...

Tuesday, February 17, 2026

Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models. The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10...

Friday, February 13, 2026

Hello! We’ve refreshed our Tax Reference Guide 2026 with a cleaner design and improved legibility, making it easier to read, reference, and keep on hand throughout the year.The guide offers a convenient, at-a-glance overview of...

Tuesday, February 10, 2026

Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies. The Standard & Poor’s 500 Index ended the week roughly...

Monday, February 9, 2026

As we move into tax season, we wanted to share a general overview of when you can expect to receive your 2025 tax reporting documents.Tax information statements (including 1099 forms) are typically delivered during the first few months...

Friday, February 6, 2026

Understanding the 2026 Tax Reference Guide: What You Need to KnowAs the 2026 tax season approaches, staying informed about changing regulations, rates, and deductions is more important than ever. The new 2026 Tax Reference Guide...

Wednesday, February 4, 2026

Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports.The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0...

Tuesday, February 3, 2026

2026 - Tax Time Message

Monday, January 26, 2026

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed. The Standard & Poor’s 500 Index fell 0.35...

Wednesday, January 21, 2026

Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama.The Standard & Poor’s 500 Index slid 0.38 percent, while the Nasdaq Composite Index skidded 0.66 percent....

Wednesday, January 14, 2026

Click here to read the full Client Update Newsletter.

Monday, January 12, 2026

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...

Friday, January 9, 2026

Obituaries have long served as tributes, celebrating lives, sharing memories, and inviting people to grieve together. But in today’s digital world, they also carry unintended risks. Detailed obituary information can be exploited for...

Monday, January 5, 2026

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent....

Tuesday, December 30, 2025

Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment. The Standard & Poor’s 500 Index rose 1.40 percent, while the...

Monday, December 29, 2025

After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and plan for action. The start of a year is the right time to work on a dream or two. It is also an excellent time to adjust...

Tuesday, December 23, 2025

Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover.The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite...

Monday, December 15, 2025

Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The...

Monday, December 8, 2025

Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while...

Thursday, December 4, 2025

Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones...

Wednesday, December 3, 2025

I wanted to remind you that the Medicare Open Enrollment period is approaching its close soon. This is your final opportunity to review and make any necessary changes to your Medicare coverage for the upcoming year. Key Details: Open...

Monday, November 24, 2025

Heightened volatility was on Wall Street’s mind last week, as investors continued to focus on valuations of artificial intelligence (AI) stocks. The Standard & Poor’s 500 Index fell 1.95 percent, while the Nasdaq Composite Index...

Monday, November 17, 2025

Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...

Tuesday, November 11, 2025

On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to appreciate the commitment of our active military personnel and their dedicated families. Let us honor their...

Monday, November 10, 2025

Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...

Monday, November 3, 2025

Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the...

Sunday, November 2, 2025

This November we celebrate and honor Native American Heritage Month. First authored by Jerry C. Elliot-High Eagle in 1976, the event was announced by President Ronald Reagan in 1986, then expanded from a week to the full month of...

Wednesday, October 29, 2025

At Strategic Financial Services, we talk often about getting your decade — that special time when your career winds down and your life opens up. After years of working hard, raising families, and saving diligently, this next chapter is...

Monday, October 27, 2025

Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China. The Standard & Poor’s 500 Index gained 1.92 percent, while...

Monday, October 20, 2025

Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks. The Standard & Poor’s 500 Index gained 1.70 percent, while the Nasdaq Composite Index rose 2.14 percent. The Dow Jones...

Monday, October 20, 2025

Thursday, October 16, 2025

Click here to read the full Client Update Newsletter.

Monday, October 13, 2025

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...

Monday, October 6, 2025

Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....

Wednesday, October 1, 2025

The Free Application for Federal Student Aid (FAFSA) for the 2026–27 school year is scheduled to open on October 1. Students who submitted during the recent beta window do not need to resubmit when the form officially opens.1 Key...

Tuesday, September 30, 2025

Government Shutdown: Key Points and Client Considerations Likelihood of a Shutdown Congress remains at an impasse over funding, raising the risk of a shutdown on October 1. Political disagreements and competing proposals make a...

Monday, September 29, 2025

Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...

Thursday, September 25, 2025

No matter what your age, you probably have big plans for the future. Luckily, worrying about health care doesn’t have to get in the way of those plans. U.S. citizens aged 65 or older are eligible for Medicare Part A and Part B. Is...

Monday, September 22, 2025

Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial...

Monday, September 15, 2025

Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...

Wednesday, September 10, 2025

How to Protect Yourself from Cybercrime The Rising Threat In 2023, the FBI’s Internet Crime Complaint Center (IC3) received 880,418 complaints, with reported losses of $12.5 billion. In 2024, the total...

Monday, September 8, 2025

Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent. The Dow Jones Industrial Average...

Friday, September 5, 2025

Ignite 2025 In case you didn't see our FaceBook or LinkedIn post. Our team had an incredible time at the Ignite Conference hosted by Cambridge Investment Research at the Gaylord Conference Center in Baltimore, MD! Over three packed...

Tuesday, September 2, 2025

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down 0.10 percent, while the Nasdaq Composite Index slipped 0.19...

Monday, September 1, 2025

How much are you withholding per paycheck?Is the amount too little? (Or too much?)Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small.The IRS offers...

Sunday, August 31, 2025

The first Labor Day was celebrated over 100 years ago, created by the labor movement as a day to honor the achievements and contributions (both social and economic) of American workers. I’ve always found the way we celebrate to be...

Tuesday, August 26, 2025

Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...

Monday, August 18, 2025

Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting. The Standard & Poor’s 500 Index advanced 0.94 percent, while the Nasdaq Composite Index added 0.81 percent. The Dow...

Monday, August 11, 2025

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...

Monday, August 4, 2025

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...

Thursday, July 24, 2025

No more passing them by when you see one on the sidewalk. Forget about wasting a couple by putting them in your loafers. And don’t even consider throwing them into a wishing well. The Treasury Department has announced that it is...

Monday, July 21, 2025

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...

Monday, July 14, 2025

Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower by 0.08 percent. The...

Monday, July 7, 2025

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62...

Thursday, July 3, 2025

Every Independence Day I'm reminded that this nation's enduring spirit is only possible because of neighbors, friends, or family just like you. May this day bring joy, relaxation, and beautiful moments to you and those you hold dear....

Monday, June 30, 2025

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...

Tuesday, June 24, 2025

Have you been trying to cook more at home? I have, but sometimes it’s difficult to try new things if you don’t have an idea you want to try. Here’s an exciting and delicious recipe for Citrus Twist Orange Roughy. This recipe...

Monday, June 23, 2025

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...

Wednesday, June 18, 2025

Our offices will be closed on June 19th Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has...

Monday, June 16, 2025

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....

Monday, June 9, 2025

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...

Saturday, June 7, 2025

In case you didn’t know, June is National Internet Safety Month. With nearly 5 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been higher.1...

Monday, June 2, 2025

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...

Wednesday, May 28, 2025

Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index dropped 2.47 percent. The Dow Jones Industrial...

Monday, May 26, 2025

Today we honor the brave service members who made the ultimate sacrifice in defense of our nation. This solemn day of remembrance gives us an opportunity to reflect on the profound cost of freedom and the extraordinary courage of...

Monday, May 19, 2025

Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15 percent. The Dow Jones Industrial Average added 3...

Monday, May 12, 2025

Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates. The Dow Jones Industrial Average added 0.16 percent, while the Standard & Poor’s 500 Index lost 0...

Monday, May 5, 2025

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...

Thursday, May 1, 2025

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness...

Monday, April 28, 2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

Monday, April 21, 2025

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...

Thursday, April 17, 2025

We wanted to remind you that the stock market is closed on Friday for Good Friday. The bond markets will shut down earlier the prior afternoon for Maundy Thursday, also known as Holy Thursday. For those who observe, we wish you well...

Wednesday, April 16, 2025

Click here to read the full Newsletter.

Monday, April 14, 2025

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...

Monday, April 7, 2025

Click HERE to read the article

Monday, March 31, 2025

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...

Monday, March 24, 2025

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak. The Standard & Poor’s 500 Index rose 0.51 percent, while the Nasdaq Composite Index picked up 0.17 percent. The...

Friday, March 21, 2025

The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans...

Tuesday, March 18, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

Monday, March 10, 2025

Stocks continued their slide through a turbulent week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

Monday, March 10, 2025

The general enrollment period for Medicare goes from January 1st to March 31st. If you haven’t decided yet, your time is running out for the year. It may not be immediately clear what this specific enrollment period is for, as several...

Saturday, March 8, 2025

In 1920, women earned the right to vote. In 1974, single and divorced women were finally able to get a credit card without needing a male cosigner. We’ve come a long way, and this year we are celebrating International Women’s Day on...

Monday, February 17, 2025

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

Sunday, February 16, 2025

Presidents Day is on Monday, February 17th. It's a time to reflect on the wisdom of our notable presidents, including George Washington and Abraham Lincoln. Lincoln said, "The better part of one's life consists of his friendships."...

Tuesday, February 11, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Monday, February 3, 2025

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

Monday, January 20, 2025

Today, as we honor Dr. Martin Luther King Jr.'s legacy, we also celebrate his enduring vision of equality, peace, and community. Dr. King's unwavering efforts toward an America that treats all its citizens equally remains a powerful...

Monday, January 20, 2025

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Tuesday, December 31, 2024

After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and plan for action. The start of a year is the right time to work on a dream or two. It is also an excellent time to adjust...

Saturday, December 21, 2024

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

Wednesday, December 18, 2024

No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual deductible—the amount paid before insurance begins to pay for health services—will...

Monday, December 9, 2024

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Saturday, December 7, 2024

In Hawaii, amid the verdant natural beauty and warm, welcoming waters, there stands a monument. The Pearl Harbor National Memorial marks the destruction of the USS Arizona, the final resting place of 1,102 soldiers who lost their...

Tuesday, December 3, 2024

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...

Wednesday, November 27, 2024

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Monday, November 18, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Tuesday, November 12, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Monday, November 11, 2024

November 11 is Veterans Day – a day to honor and remember the bravery, contributions, and sacrifices of our armed services members who have defended us so ably, who have run toward danger rather than away from it, who have helped to...

Wednesday, November 6, 2024

What is Probate? Probate is the process that helps confirm a will (if there is one), identify a deceased person’s assets, and appoint someone to distribute those assets according to Massachusetts law.

Monday, November 4, 2024

People have told me, “I can’t wait until the election is over.” That tells me there’s a lot of emotion connected to Tuesday, November 5th! But I’m quick to remind people it may take some time to resolve all of the issues after...

Monday, October 28, 2024

Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones...

Wednesday, October 23, 2024

Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration. The annual cost of living (COLA) adjustment will affect more than 72.5 million Social Security...

Monday, October 21, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...

Tuesday, October 15, 2024

Statements were delivered last week. Please read our newsletter comments and what has been happening at Strategic Financial last quarter. Click Here to View the Client Update Newsletter

Tuesday, October 8, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...

Monday, October 7, 2024

Turning 65 is a significant milestone, particularly when it comes to your healthcare options. As you approach this age, understanding Medicare—specifically Part A and Part B—becomes essential for ensuring you receive the coverage you...

Wednesday, October 2, 2024

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...

Monday, September 23, 2024

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...

Friday, September 20, 2024

Discover the benefits of Medicare Advantage plans and how they can provide you with additional health insurance coverage, including features like prescription drug plans and coverage for dental, hearing, and vision insurance. Learn...

Wednesday, September 18, 2024

When major elections are near, investors may be concerned about how their portfolios will be impacted by the election's outcome or what to do with their money if their preferred candidate loses.

Monday, September 16, 2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq...

Wednesday, September 11, 2024

Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...

Monday, September 9, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...

Monday, September 9, 2024

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors,...

Wednesday, September 4, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...

Friday, August 30, 2024

A holiday with a nice long weekend attached is coming up – Labor Day. This weekend represents the unofficial end of summer as well as a chance to relax, get away, get your mind off work, and enjoy the comforts of home or a great...

Monday, August 26, 2024

Stocks posted solid gains as optimistic signals from Federal Reserve officials helped the market bounce back from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

Monday, August 19, 2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

Monday, August 12, 2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...

Tuesday, August 6, 2024

We understand there are recession concerns, and we want to assure you that we are closely monitoring the data to determine if any adjustments to our current portfolios are necessary.

Monday, July 22, 2024

Another financial quarter has come and gone and for the most part we at Strategic Financial are happy with the way that the market has preformed.

Monday, July 8, 2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Friday, July 5, 2024

It's recipe time again! This one’s a real crowd-pleaser, and you might find yourself doubling the recipe for your next big event. The dish is an event in itself: Chicken Alfredo Baked Potatoes. Okay, let’s get to it! To prepare this...

Wednesday, July 3, 2024

Our office will be closed in observance of Independence day. How will you celebrate this Fourth of July? The Fourth is all about freedom – remembering the men and women who fought to sustain it, and enjoying the privilege of being who...

Monday, July 1, 2024

As the Olympic Games are being held this year in Paris, I thought it would be interesting to explore how the Olympians earn their chance at gold, silver, or bronze. It turns out that, just like in the world of finance, the path to the...

Tuesday, June 25, 2024

Today, we're diving into an issue that impacts individuals of all ages and has significant implications for financial well-being: ageism. Ageism refers to discrimination or prejudice based on age, perpetuating stereotypes and often...

Monday, June 24, 2024

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best...

Monday, June 17, 2024

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow...

Sunday, June 16, 2024

Happy Father's Day to all the incredible dads out there! Your love, guidance, and support make all the difference. Today, we celebrate you! 🎉 #FathersDay

Tuesday, June 11, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...

Friday, June 7, 2024

Here’s another recipe idea for you: Kale, Roasted Peppers & Olives. This dish combines the earthy flavors of kale with the tanginess of roasted peppers and the briny taste of olives, resulting in a harmonious and satisfying meal. This...

Monday, June 3, 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from...

Tuesday, May 28, 2024

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Saturday, May 25, 2024

As we inch closer to the second half of 2024, I’ll give you three reasons to be optimistic about the outlook for the financial markets. We have an election on the horizon, so you’ll likely hear mixed messages about the economy’s...

Monday, May 20, 2024

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets...

Monday, May 13, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Monday, May 6, 2024

Last week saw stocks securing a notable increase, driven by positive earnings, a supportive stance from the Federal Reserve, and a blend of economic indicators. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump...

Friday, May 3, 2024

Have you been trying to cook more at home? I have, but sometimes it’s difficult to try new things if you don’t have an idea you want to try. Here’s an exciting and delicious recipe for Citrus Twist Orange Roughy. This recipe...

Monday, April 29, 2024

Amidst a backdrop of encouraging earnings, notably from leading tech giants, the market saw a turbulent but notable resurgence last week. This rebound unfolded against the backdrop of fresh economic data pointing to a slowing economy...

Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Monday, April 15, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Market Reaction On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that inflation...

Sunday, April 7, 2024

The Strategic Financial Q1 Client Update Newsletter attached here with updates on: Charity Highlight: The Ronald McDonald House, Market Update, April is Financial Literacy Month and Earth month...

Tuesday, April 2, 2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

Saturday, March 23, 2024

Last week, I was shocked to read about a change to the real estate industry that may have far-reaching implications for future home buyers. The National Association of Realtors, representing over 1.5 million real estate agents, has...

Monday, March 18, 2024

When does the phrase “no hurry” turn into “not in 2024?” During a recent testimony to Congress, Federal Reserve Chair Jerome Powell reiterated that he expects short-term interest rates to trend lower in 2024....

Monday, March 11, 2024

Stocks experienced fluctuations throughout the week as investors took profits and closely followed the Congressional testimony of Fed Chair Jerome Powell. Markets Wobble  Early in the week, there was a slight downturn, with major...

Monday, March 4, 2024

Last week, stocks continued their upward trend driven by the tech sector, buoyed by indications of a resilient and ongoing consumer enthusiasm, which provided momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the...

Monday, February 26, 2024

Stocks surged to unprecedented levels last week, buoyed by the success of an artificial intelligence (AI) semiconductor company, underscoring investors’ confidence in AI's potential to revolutionize the U.S. economy. Stocks...

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Monday, February 19, 2024

If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...

Monday, February 12, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Thursday, January 11, 2024

In economics, there are lead indicators and lag indicators. But often, the coincident indicators–stats that show the current state of the U.S. economy–tell the best stories.The Conference Board reports that a record-high...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Tuesday, January 2, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Sunday, December 24, 2023

Seasons Greetings

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Monday, December 11, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Monday, December 4, 2023

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

Monday, November 27, 2023

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Thursday, November 23, 2023

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Wednesday, November 15, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Monday, October 30, 2023

How long has it been since you’ve reviewed your Medicare policy? Open enrollment has started, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. Have you changed or added doctors? Have...

Tuesday, October 24, 2023

A lot of number crunching needs to happen before the advanced estimate for Q3 Gross Domestic Product (GDP) is released. The Atlanta Fed expects Q3 GDP to check in at over 5 percent. Meanwhile, blue-chip economists are forecasting...

Monday, October 16, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Monday, October 9, 2023

In celebration of the culture and history of the first people to inhabit North America, we observe Indigenous Peoples’ Day. As cities and states update their local observances across our nation, it’s important to...

Monday, October 2, 2023

We’ve all been there. You’re scrolling through your phone, computer, or tablet, and a notification pops up. “Update Me!” While that isn’t the exact wording, the meaning is the same. Something wants to be...

Monday, September 25, 2023

Congratulations to Regina for receiving the Spirit of Cambridge Award for serving clients while reflecting Cambridge's Core values of Integrity, Commitment, Flexibility, & Kindness.

Monday, September 18, 2023

It's been a rough year for many Americans, with the National Oceanographic and Atmospheric Administration (NOAA) chalking up more than 20 “billion-dollar” natural disasters and counting.1 Costly incidents have struck...

Monday, September 11, 2023

It’s football season. School is back in session, the days are getting shorter, and the weather is starting to turn. If you sit down to watch your alma mater play, your “to-do” list may grow. Your car may only have...

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 21, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Monday, August 14, 2023

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Tuesday, June 20, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Monday, June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Monday, May 29, 2023

Memorial Day is about honoring the brave service members who made the ultimate sacrifice while serving our country. Every year, I'm reminded of how deeply grateful I am for their courage and humbled by their dedication to securing our...

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Monday, May 15, 2023

Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...

Monday, May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Friday, April 28, 2023

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...

Wednesday, October 5, 2022

Recently, on Saturday, October 24, 2022, our Westerly office manager Christine and her daughter Casey joined in the “2022 Walk to End Alzheimer’s” for the Rhode Island Chapter at Misquamicut Beach in Westerly.

Tuesday, April 21, 2020

Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may...

Friday, April 17, 2020

Budget post 5 of 6 –How many times have you been tempted to snag a quick $50 (or more) from your Emergency Fund with good intentions of replacing it later? 🤔🤔Having an Emergency Fund puts you in a financial position to not be...

Wednesday, April 15, 2020

Budget post 4 of 6 – a great article with 11 REAL ways to improve your financial life! Budgeting is not a “set it and forget it” thing… it is something you consciously work through in every phase of life....

Tuesday, April 14, 2020

Thursday, April 9, 2020

Sample Budget Worksheet – Word Doc Budget post 2 of 6 – 🤩 Today we’re sharing a Budget Worksheet! Click the link above to access the worksheet!Budgeting seems like a simple recommendation, but many people become...

Wednesday, April 8, 2020

We’re kicking off our series on BUDGETING today! 🥳 Interestingly enough, I read an article on CNBC today that said many Americans are still “failing at financial literacy” so this is good timing… We are going...

Saturday, February 1, 2020

Regina Quirk featured in Advisor Spotlight with partner Horizon Investments 30-year industry veteran Regina Quirk, co-owner of Strategic Financial in Norwell, MA, has always been a problem solver who loves people. From the moment you...

Wednesday, January 1, 2020

What Should You Do With Your Tax Refund? A few possibilities to consider. Presented by Regina Quirk Will you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to...

Tuesday, October 1, 2019

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable...

Sunday, September 1, 2019

Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the...