Tuning Out The Noise

The right financial advisor can play a vital role in helping you tune out the media noise and focus on actions that can improve your investment outcome.

April Newsletter

What the Patriots Can Teach Us About Investing & Other DLFG Highlights

April Newsletter

In honor of Coach Belichick and the Patriots unheralded run of success, we wanted to highlight some great lessons that they can teach us about investing:

Ignore the noise:

The Pats do a great job of ignoring the media and controversy that they try to create. The sky is always falling, yet the Pats have shown a long-term history of success. The same is true in the investment markets. We term it Headline Risk - see this video from DFA. There is always something to be concerned about. In the media, fear and drama sell, whether it’s about the Presidency, Gronk’s retirement prospects, Y2K, or the latest TB12 drama. How many football teams would have made it through ‘Deflategate’ and won the Super Bowl? One. 

January Newsletter

2018 Semiannual Newsletter: Your Life. Your Community. Your Plan.

January Newsletter

Our work is fun and extremely gratifying. Each passing year seems better than the last. Thanks for your commitment to our firm’s process and philosophies. Special thanks to the CPAs, Attorneys, and friends that introduced new people to the firm. We welcomed many “nearly-retired” couples, retirees, and closely-held businesses to the firm in 2017. To better and more efficiently serve you, we continue to evolve. Here are some recent updates that are worth sharing:

    1. We adopted the “Wealthguide” system to serve as our one-stop shop for anything relevant to your business or personal situation, such as your Estate Plan, Income Plan, Investment Policy, Workplace Benefits, etc. We track and review 30+ areas of your situation to make sure your goals are met in a variety of future scenarios.
    2. Our Business Continuity documents were updated (as we do annually) to make sure there is a clear path should an unfortunate death or disability occur. “What happens to my accounts if something happens to you?” always has a clear answer.
    3. Increased regulation has forced us to be more selective on the type of client that we can work with. In response, we increased the asset level for all new clients.
    4. We sharpened up our Core, Internal Processes. Our Disaster Recovery, Client Onboarding, Client Review, and 401k Implementation processes were all updated. We look forward to seeing many of you this Tax Season. Have a great start to 2018!

Dennis, Rich & Shannon

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  • Burlington, MA 01803

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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