ARTICLES

Investing

Learn smart investing strategies from The Boston Advisor. Get expert insights on stocks, bonds, and portfolio management tailored for investors in the Boston area.

Search

How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

Subscribe Now

Investing Articles

Investing

December Market Update: The Fed Gets It but That’s Not It

This week on the Wealthy Behavior podcast, Bob Weisse and I discussed our December market update. Twenty-four minutes never felt so informative. Topics covered: Good ...
Investing

Post-Surgery Market Check

I haven’t posted as often as usual lately because in October I tore my ACL and meniscus playing basketball for the last time. As my ...
Investing

Is the Fed Done?

Inflation remains the story. We’re watching the Fed write the script and processing the market’s reaction while trying to understand at what point we’ll have ...
Investing

September’s Mini-Meltdown

In a September Wealthy Behavior podcast, Chief Investment Officer Bob Weisse and I explained how stocks were down 5% since mid-August after a strong July ...
Investing

Just Don’t Watch

Bear markets suck. This is the fourth one of my wealth management career. Bear Market Stats The Tech Wreck (3/24/00 - 10/9/02) down 49.1%, 929 ...
Investing

Stock Investing Mistakes

You can get wealthy through disciplined investing and avoiding common stock investing mistakes along the way that keep you from earning your fair share of ...
Investing

There’s No Fed Put Coming

After a strong July, stocks continued to climb in early August with global stocks and U.S. stocks both up double-digits since July 1st. But since ...
Investing

Real Assets Are Making Money This Year

Heading into this year our team decided to start investing more in real assets. I summarized our outlook here, but the main takeaway outside of ...
Investing

Understand Your Messenger’s Agenda

Understanding your messenger’s agenda and filtering the information you consume accordingly is an essential skill for your financial independence journey. No one has the time ...
Investing

Disinflation Helping the Market

I don't anticipate monthly economic reports like they're the next season of Narcos, or The Mandalorian. Sorry, Billions, you used to be on this list, ...