Wednesday Reading List

ICYMI: This Month and Year on The Boston Advisor – Thank you for your support and readership this year. December was the biggest month yet for the blog, wrapping up nicely an exciting second year. Check out the most popular posts and share your feedback and questions.


Our team’s latest shares one financial practice to commit to this year to increase your financial fitness, as well as a detailed start of the year financial checklist.

This New Year’s Resolution Will Keep You Financially Fit by Heritage Financial

Looking for more? Check out Your Wealth Management Checklist.


Stock Market Slows. Surging Inflation. Dismal Bonds: What Wall Street Expects in 2022

Here’s (Almost) Everything Wall St. Expects in 2022 by Sam Potter


Most investors worry about the bull market ending, or how to protect yourself from a bear market (Protecting Your Portfolio From a Bear Market), but one of the hardest things for investors to do is to just stick with the bull market that they’re in. Excellent piece.

What if the Bull Market Keeps Going by Michael Batnick


When most people think about investing, they think about everything that doesn’t matter. They’re caught up in the minutiae: What fund should I own? What were sales of the new iPhone like? What sector is going to take off this fall? But that’s not really what determines your portfolio’s fate. What really matters is your ratio between stocks and bonds.

The Most Important Investment Decision You’ll Ever Make by Bob French


A whopping 44% of Americans said “saving money” was one of their New Year’s resolutions this year… This is more than the percentage who said they want to exercise, 35%, or lose weight, 30%

More people want to save money than lose weight this year: 3 tips for achieving your goals by Aditi Shrikant


Value is back.

The Year in U.S. Stock Funds by Eric Schultz


Book Recommendation

Magpie Murders by Anthony Horowitz – I hadn’t read anything by this long-term mystery author before, and I enjoyed this book and look forward to reading more.

From the New York Times bestselling author of Moriarty and Trigger Mortis, this fiendishly brilliant, riveting thriller weaves a classic whodunit worthy of Agatha Christie into a chilling, ingeniously original modern-day mystery.