Baystate Wealth Advisors

Baystate Wealth Advisors

Fee-Only Boston Financial Advisor
Providing comprehensive financial planning services.

How Will the Economy React to AI? 27/02/2024

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

Roth IRA for Kids 24/01/2024

Start building your child's financial future today with these key points to know about Roth IRAs.

Roth IRA for Kids Learn about the benefits and requirements of opening a Roth IRA for kids.

Timing Your Retirement 05/01/2024

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

Timing Your Retirement 05/01/2024

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

How to Bake a Pie-R-A 26/12/2023

A lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Inflation and Your Portfolio 22/07/2023

Even low inflation rates can pose a threat to investment
returns.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

16 Wall Street Cliches in 60 Seconds 04/07/2023

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Encore Careers: Push Your Boundaries 17/06/2023

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

14/06/2023

This is where it all began. The Fertile Crescent. The cradle of civilization.

For the first 190,000 years or so of human existence, we roved about in small hunter-gatherer bands, eking out a subsistence living day to day, constantly in fear of predators and of other humans. But about 10,000 years ago, in the Mesopotamian area between the Tigris and Euphrates Rivers in what is now Iraq, some people decided to stay put. It is impossible to overstate the importance of that decision.

It was in the Fertile Crescent that agriculture began. Rather than wandering around searching for food in a constant state of warfare, humans began to plant seeds and grow their own crops. To store it they began building structures. To protect it they banded together in cooperation and mutual defense. Whereas before human societies were typically limited to a few dozen people, now villages arose—then towns, then cities. And humans flourished.

Here, in these early human settlements in the Fertile Crescent, humans first developed written language (probably to keep track of accounts). They domesticated animals. They invented the wheel, the plow, and multi-story architecture. Monotheistic religion arose. By about 2500 B.C. the first libraries were created. The things that we think of as characterizing “civilization” began here.

A few thousand years ago people from the Fertile Crescent fanned out into Europe and Asia, taking with them the knowledge accumulated there. And seeds and farm animals. The rest is history.

Of course, it wasn’t all pretty. We were still humans after all. Although social cooperation emerged on a scale that would have been previously unimaginable, violence and what we would now regard as superstition and injustice remained. But in the Fertile Crescent humans had taken an immensely important first step toward the flowering of the incredible civilization we enjoy today.

Retirement and Quality of Life 09/06/2023

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement Redefined 30/05/2023

What do you think your will be like? Attitudes are changing, and many are working in their

Retirement Redefined Around the country, attitudes about retirement are shifting.

What to Do When You Lose Your Wallet 06/05/2023

You can help ensure that losing your wallet doesn't turn into something bigger.

What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing 04/05/2023

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.

Behavioral Finance 28/03/2023

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

Preparation is the Key to Retirement 21/03/2023

Preparation can sometimes be all you need to make the impossible, possible.

Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

The Cycle of Investing 08/03/2023

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

How to Retire Early 05/03/2023

Before retiring early, take a look at the cold, hard facts.

How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Long Run: Women and Retirement 23/02/2023

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route.

4 Elements of an Estate Strategy 22/02/2023

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

The Pros and Cons of a NUA Strategy 21/02/2023

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The Pros and Cons of a NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

The Facts About Income Tax 17/02/2023

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Compound Interest 15/02/2023

Ben Franklin used compound interest to make big contributions to his two favorite cities.

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

Telephone