Why DFA Mutual Funds?
As an independent advisor, we are not tied to any company or product. We choose to recommend the mutual funds that we feel are the best solution for our clients. Those funds are, generally,...
View ArticleLinks
Bank rate Updated rates on all financial products, including banks and mortgages Dimensional Fund Advisors (DFA) Dimensional Fund Advisors homepage Financial Planning Association of Massachusetts The...
View ArticleClik here to view.
Additional Resources
Record Retention Guide 2008.09.30 Lessons from Current Events 2008.06.30 Steer Clear of Hype Why You Cannot Completely Invest in “Safe” Fixed Income Vehicles
View ArticleNewsletters
Newsletters 2015 MFP Spring Newsletter 2014 MFP Winter Newsletter 2014 MFP Fall Newsletter 2014 MFP Summer Newsletter 2014 MFP Spring Newsletter 2013 MFP Winter Newsletter 2013 MFP Fall Newsletter...
View ArticleClik here to view.
Directions To Our Offices
Our Bedford, NH office is located at 2 Commerce Drive, Bedford NH off Route 3/S. River Road (exit 13 off the Everett Turnpike). We are located on the second floor, left side. Our Dunstable, MA office...
View ArticleBig Mistake Insurance
There is much written online about how the average retail investor’s returns lag significantly behind the returns of their investments (the gap is about 5% annually), due to poor investor behavior....
View ArticleWhy Do I Need A Financial Plan?
A financial plan helps clients in these ways: Helps clients keep track of and make more efficient their financial affairs Helps clients create an organized, diversified portfolio directed toward their...
View ArticlePerformance Is Not A Financial Goal
A common myth is that investing in CDs or your savings account has no risk. There is no such thing as "no risk". The single biggest risk every investor, especially retirees, should be concerned with...
View ArticleFinancial Goals to Achieve Peace of Mind
While everyone's goals are somewhat different, I have found that most people start with the following basic goals: To Retire With Enough Money To Last My Lifetime The average couple reaching age 65...
View ArticleWho We Work With
We offer ongoing services to clients who are looking for an in-depth relationship with an advisor who will have an understanding of their unique circumstances at all times; who will handle the...
View Article
