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Saturday, June 15, 2019

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance...

 

Wednesday, June 12, 2019

A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies. De-risking is when a large employer hands over its established pension...

 

Thursday, May 9, 2019

What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of...

 

Monday, April 1, 2019

America is enduring a data breach epidemic. The latest annual study of the problem from Javelin Strategy & Research, a leading financial analytics research firm, says that 16.7 million people across the nation were impacted by I.D....

 

Tuesday, January 22, 2019

Matthew J. Condon, CFP® has been selected as one of Boston's Five Star Wealth Managers. The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services...

 

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Wednesday, October 10, 2018

Condon Sullivan Wealth Management & Planning is proud to sponsor the Best Buddies Friendship Walk in Boston on November 3, 2018. Join us walking that day or create your own team to support this worthwhile mission. Best Buddies...

 

Thursday, June 21, 2018

We are delighted to have James P. Turner, CLU, ChFC join Condon Sullivan Wealth Management & Planning as a financial advisor. He brings with him an impressive history — 40 years of success — and a wealth of knowledge in the...