Not sure where to start? Read more about Twelve Points’ Suite of Services.
We pull back the veil of higher education savings to help you prepare for your child’s education path. We discuss higher education plans like 529 plans and Coverdell ESA, as well as financial aid programs such as FAFSA, MEFA, and federal/private loans.
From commodities like gold and oil, to emerging market debt and equities, you will hear the price movement of almost everything tied to the price of the U.S. dollar.
The wealth management industry has become plagued by cookie cutter portfolios with a standard mix of 60% stocks and 40% bonds; the goal being to perform no better or worse than the guy next to you.
Since the passing of the Tax Cuts & Jobs Act, there have been a number of comprehensive articles summarizing the year over year changes. While these pieces are informative, they often lack clear calls to action – specific planning tips that should be considered under the new
As the stock market roars on, skeptics might take money off the table and invest in more value oriented assets. More often however, fear of missing out on future gains along with recently strong returns keeps people invested in the market and seeking out speculative opportunities.
As a lawyer, you spend your days (and nights) looking after the legal needs of your clients. That’s what makes you so successful. You are singularly focused on achieving the best results for them. You should protect your income with the same passion.
Your Law Firm has a group long-term disability program. Excellent news. However, the reality is that a significant portion of your income may still be at risk.
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
| Phone: | 978-318-9500 |
| Fax: | 978-318-9505 |
| Email: | info@twelvepoints.com |
