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On Friday, February 2nd The Dow closed down 666 points, or 2.5%. The sudden move came unexpectedly as inflation data came in slightly higher than expected. The following week the Dow continued its decline, at one point down 10% from the highs.
Finding the right answers begins with asking the right questions, and that’s how many of our relationships with clients begin. We’ve consolidated our most frequently asked questions to introduce you to our services, explain what those services can do for your nonprofit
Do you know where your foundation’s current Investment Policy Statement is?
Hopefully your answer is, “Yes, it’s with my other fiduciary responsibility documents. Where else would it be?”
Filing taxes can be an intimidating process and in the stress of it all, sometimes we can forget to do the obvious or skip over the basics, making it even harder on ourselves. If you file your own taxes the following three simple tips can save you time, headaches and even money in the long run.
Good relationships are built on trust and communication. While this rings true for how you interact with your significant other, it also applies to your relationship with your financial advisor. The recent volatility in the market put relationships between advisors and their clients to the test
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 |
