Supporting the NEHGS Summer Dinner Featuring Barbara Lynch

June 19, 2018 Announcements
no. 9 park

Welch & Forbes is proud to announce our support as a benefactor for the New England Historic Genealogical Society’s Summer Dinner taking place at the St. Botolph Club on Thursday, July 26, 2018. The dinner features James Beard Award–winner and Relais & Châteaux Grand Chef Barbara Lynch. After opening No. 9 Park in 1998, she has created 6 more unique restaurants in Boston since then. Barbara has received […]

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Investment Review – June 2018

June 12, 2018 Investment Review
Stack of coins

U.S. stock indices rallied in May, based on upbeat economic news and corporate profit growth. The Dow Jones Industrial Average gained 1.0%, the S&P 500 was up 2.2%, and the Nasdaq Composite gained 5.4%. International equity markets were higher. The MSCI Europe Australia Far East Index (EAFE) gained 0.7% and the MSCI Emerging Markets Index lost […]

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Economic Outlook – June 2018

June 12, 2018 Economic Outlook
Positive Economic Trend Graph

Outside the United States, there has been an economic slowdown this year that economists had not predicted in their forecasts for 2018. This slowdown in business activity in the Eurozone, for example, could have many explanations. Labor strikes in Germany and France, the threat of more restrictive trade policy and the strengthening U.S. dollar exposing weaknesses […]

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Supporting The Moore Center’s 18th Annual Garden Party

June 7, 2018 Announcements
moore center garden party

Welch & Forbes is proud to announce our support for The Moore Center’s 18th Annual Garden Party taking place at the Brady Sullivan Tower in Manchester, New Hampshire on Wednesday, June 20, 2018. The event allows the agency to continue creating opportunities for a good life for individuals with developmental disabilities as well as the children and senior citizens they […]

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Retirement Plan Rollovers and Transfers

May 23, 2018 Topics
retirement plan options banner

Retirement plan rollovers and trustee to trustee transfers often are misunderstood by individuals. They both involve moving retirement assets from one plan to another but differ in how they are executed and reported on an individual’s income tax return. A tax free rollover occurs when retirement assets are moved from one retirement plan to another […]

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Investment Review – May 2018

May 11, 2018 Investment Review
Stack of coins

The major U.S. equity indices were slightly positive in April. The Dow Jones Industrial Average gained 0.2%, the Nasdaq Composite rose 0.1%, and the S&P 500 returned 0.4%. Though the threat of a trade war has been dissipating, inflation concerns have held the market back. S&P 500 earnings growth remains strong. With a majority of […]

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Economic Outlook – May 2018

May 11, 2018 Economic Outlook
Positive Economic Trend Graph

The U.S. Department of Commerce announced real GDP growth of 2.3% in the first quarter of 2018. The rate is in line with GDP growth in 2017 but behind Q4 2017 (2.9%) and President Trump’s goal of 3.0%. There are a number of reasons to be optimistic for the growth rate in the second quarter, including […]

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W&F in the Media: Harvard Magazine

April 26, 2018 Announcements, Media

Harvard Magazine’s print and online content are examples of resources that inform alumni, faculty, staff, and friends, starting conversations locally and continuing them nationally. We welcome our presence in publications whose impact is felt across the region and beyond. Below are a few examples of our Harvard Magazine presence over the past years. Disclosure: The information provided within this piece is based on information we believe […]

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Investment Review – April 2018

April 13, 2018 Investment Review
Stack of coins

The major U.S. equity indices all declined in March, making it two straight months of negative returns. The Dow Jones Industrial Average lost 3.7%, the Nasdaq Composite fell 2.9%, and the S&P 500 pulled back 2.7%. Stocks weakened on concerns that the new tariffs would lead to trade wars and worries that the data breach at […]

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Economic Outlook – April 2018

April 13, 2018 Economic Outlook
Positive Economic Trend Graph

The U.S. economy grew at a faster pace in the fourth quarter (Q4) than previously reported. The Commerce Department stated that the third revision for Q4 real GDP came in at an annual rate of 2.9%, up from 2.5% in the previous estimate. Upward adjustments to personal consumption expenditures and private inventory investment were the primary drivers. […]

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