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Thursday, June 11, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...

 

Tuesday, June 9, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...

 

Wednesday, May 13, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...

 

Thursday, May 7, 2020

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as...

 

Thursday, April 23, 2020

At the time of this writing, we're in midst of the COVID-19 pandemic. Everyone around the country is practicing "social distancing" and staying home (albeit much more than they're used to). Here at Condon Sullivan Wealth Management &...

 

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Wednesday, April 22, 2020

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe "this time it's...

 

Tuesday, April 14, 2020

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing...

 

Monday, March 16, 2020

Washington was busy this holiday season. As many of us were looking forward to some well-earned time off, new legislation was passed, and it affects some of the old rules for traditional Individual Retirement Accounts. These changes...

 

Monday, March 2, 2020

Back in the 4th quarter of 2018, investor fears caused the equity markets to sell off by nearly 20%. It was not any single issue, but rather the confluence of numerous uncertainties – trade tariffs, interest rate concerns,...

 

Thursday, February 27, 2020

The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning...

 

Monday, February 10, 2020

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders...

 

Thursday, January 23, 2020

A growing family, by definition, means growing financial obligations – both in the present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. Auto. When a...

 

Tuesday, January 21, 2020

How often do retirement plan sponsors check up on 401(k)s? Some small businesses may not be prepared to benchmark processes and continuously look for and reject unacceptable investments. Do you have high-quality investment choices in...

 

Monday, December 9, 2019

Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity Theft Resource Center...

 

Thursday, December 5, 2019

The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To that end, here are six aspects of your financial life to think about as this year leads into the next. Keep...

 

Wednesday, November 27, 2019

Casey Giordano was an intern here at Condon Sullivan, while she was attending the Manning School of Business at UMass Lowell. Upon her college graduation in 2018, she joined our firm full-time. She’s been a great asset for our...

 

Tuesday, November 12, 2019

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs?...

 

Friday, November 8, 2019

Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional. Your risk tolerance is balanced...

 

Tuesday, October 22, 2019

Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households...

 

Friday, October 18, 2019

When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well. Your digital assets should not...

 

Monday, September 23, 2019

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age....

 

Monday, September 9, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some...

 

Wednesday, August 21, 2019

Being a CERTIFIED FINANCIAL PLANNER TM is largely considered the highest standard in financial planning. The CFP® exam requires 12+ months of preparation and has an esteemed set of prerequisites and requirements. Zuly Feliz joined...

 

Wednesday, August 14, 2019

If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of...

 

Tuesday, August 6, 2019

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to...

 

Monday, July 8, 2019

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have...

 

Monday, July 8, 2019

Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family...

 

Friday, June 28, 2019

Congratulations to our own Matthew Condon — a 2019 Five Star Award Winner seen in Forbes Magazine! View the feature by clicking here.

 

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...

 

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...