Has Investment Advice Changed Over the Last Year?

August 22, 2017 Topics
Investment Advice

The Boston Business Journal recently reached out to investment advisory firms, including Welch & Forbes, after releasing their annual Largest Investment Advisors in Massachusetts listing with the following question: “How has the investment advice you’re currently providing your clients changed, if at all, in the last year?” Welch & Forbes Portfolio Manager Drew Schneller answered their question […]

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8 Essential Items in Your Estate Plan

May 23, 2017 Topics
estate plan

Here are 8 items to assist you and your family in securing the essential components and goals of your estate plan: 1. A Will: A Last Will and Testament (a Will) provides instructions for distributing assets to your family and other beneficiaries. Your Will also appoints someone to be a Personal Representative (Executor) to pay final expenses, taxes, etc. and then […]

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3 Current IRS Areas of Focus

March 16, 2017 Topics
tax IRS

Periodically our tax department shares current IRS areas of focus. Here are 3 they recently shared that the IRS has been looking at over the past few years. 1. Charitable Contributions Regardless of amount, no deduction will be allowed for cash contributions unless the donor maintains either a bank record, including a cancelled check or credit […]

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Brexit Was No Mount Vesuvius

October 5, 2016 Topics

Located in the Gulf of Naples, Italy, Mount Vesuvius is the only active volcano in mainland Europe and has produced some of the continent’s largest volcanic eruptions.  Vesuvius is most famous for the 79 AD eruption which destroyed the Roman cities of Pompeii and Herculaneum.  Vesuvius’ last eruption came in 1944. Volcanologists suggest that another […]

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