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Cambridge Ignite Conference in Orlando, Florida
Congratulations to Regina for receiving the Spirit of Cambridge Award for serving clients while reflecting Cambridge's Core values of Integrity, Commitment, Flexibility, & Kindness.
Read MoreSeptember is National Preparedness Month
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...
Read MoreDon't Turn Off The Football Game
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...
Read MoreWeekly Market Insights: September Stocks Open In Positive Territory
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...
Read MoreWeekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk
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...
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Weekly Market Insights: Stocks Weather Summer Storm of News and Indicators
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...
Read MoreAugust Is Make a Will Month
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...
Read MoreWeekly Market Insights: Stocks Advance and Retreat on Mixed News
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...
Read MoreWeekly Market Insights: Bad News for Bears; Good News Buoys Markets
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 &...
Read MoreSFS Second Quarter Newsletter
Inflation is steadily declining, the economy has remained resilient and labor market has held up better than anticipated. Strategic Norwell and Westerly news, Regina Quirk was inducted into the Rockland High School's Academic Hall of Fame!
Read MoreWeekly Market Insights: Economy Continues Upward Trend
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%,...
Read MoreWeekly Market Insights: Stocks Take Summer Break, Month Remains Strong
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...
Read MoreWeekly Market Insights: Stocks Climb After Fed Pause
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%,...
Read MoreWeekly Market Insights: Markets March into Positive Territory Continues.
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...
Read MoreWeekly Market Insights: Debt Deal Relieves Market Worries
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...
Read MoreWeekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
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...
Read MoreA Meaningful Memorial Day
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...
Read MoreWeekly Market Insights: Despite Stall, Debt Deal Optimism Cheers Markets
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 &...
Read MoreWeekly Market Insights: Attention Turns to the Debt Ceiling
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...
Read MoreWeekly Market Insights: Friday Rally Trims Losses; CPI Report Next Week
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...
Read MoreWeekly Market Insights: Stocks Rally As Attention Shifts to Fed's May Meeting
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 &...
Read MoreA Smaller Social Security Bump May Be On the Way
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...
Read MoreAn effort to end Alzheimer’s
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.
Read MoreBudget Series – Post #6 of 6
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...
Read MoreBudget Series – Post #5
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...
Read MoreBudget Series – Post #4
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....
Read MoreBudget Series - Post #2
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...
Read MoreBudget Series – Post #1
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...
Read MoreFebruary 2029
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...
Read MoreJanuary 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...
Read MoreOctober 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...
Read MoreSeptember 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...
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