by Kristin Beane | Jan 18, 2017 | Members in the News
FPA MA’s Eric Roberge, CFP®, quoted in Boston Globe, Health Savings Accounts Could Be Set For Big Growth. https://www.bostonglobe.com/business/2017/01/06/this-could-breakout-year-for-health-savings-accounts/Kx3mwiaGzgQF5HbQDiKfVM/story.html...
by Kristin Beane | Jan 10, 2017 | Members in the News
FPA MA member Kashif Ahmed, CFP®, quoted in CNBC- “If those ETFs had been mutual funds, we would have had to wait until the end of the day to make trades,” said Ahmed, a certified financial planner and the founder and president of American Private Wealth....
by Kristin Beane | Oct 4, 2016 | Members in the News
“Managing the fixed-income portion of your portfolio in a rising-rate environment is a delicate balancing act”- Elliot Herman CFP®, CPA http://www.cnbc.com/2016/09/13/prepare-your-portfolio-for-rising-rates.html
by Kristin Beane | Oct 4, 2016 | Members in the News
Kashif Ahmed quoted in Investment News, “Advisers Weigh Pros and Cons of Janus-Henderson Merger”. http://www.investmentnews.com/article/20161003/FREE/161009992/advisers-weigh-pros-and-cons-of-janus-henderson-merger
by Kristin Beane | Sep 29, 2016 | Members in the News
You may have a 401(k) plan, but you probably don’t ‘get it’ “I’ve also heard people say, ‘I started late, so now I need to invest aggressively.’ This sounds good on the surface, but the closer you are to retirement, the less...
by Kristin Beane | Sep 23, 2016 | Members in the News
“Typically, when you’re moving from an apartment to a house, you’re getting more space — that means higher utility bills,” said Eric Roberge,CFP®, founder of Beyond Your Hammock and FPA MA Board Member Quoted in CNBC....
