Branch Manager
Financial Planning Specialist
15th Floor
Worcester, MA 01608
toll free: 800-451-4027
fax: 508-365-6295
- Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life.
- Visit our municipal bond inventory under Key Links on the left to search our database to find the Fixed Income Securities we offer that complement your portfolio.
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
CD Rates (pdf)
On the Markets (pdf)
Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

