Twelve points Blog
My Family’s History of Giving Back through Relay for Life
The American Cancer Society’s Relay for Life® was founded in 1985, and the Arlington, Mass. chapter began in 2000. Since then, it has become a huge part of the local community, which is where my partner Scott grew up, and where we are raising our two daughters
Making a Difference: Our Summer Food Drive for Open Table
The idea of “giving back” is foremost in our minds as temperatures lower, especially around holiday season, but what happens when summer comes around?
Alternatives “Did Their Job” in August
No other slogan defines Bill Belichick’s coaching philosophy better than “Do Your Job.” Every player on the team, from stars to bench players, has a defined and complementary role. When everyone executes their roles at the highest level, and Does Their Job, the team achieves ultimate success.
Francesca Federico Becomes a CDFA™ Designee
Co-founder and Principal Francesca Federico recently completed the requirements needed to become a Certified Divorce Financial Analyst® (CDFA™). This designation, issued by the Institute for Divorce Financial Analysts, indicates that an advisor
The 75th Anniversary of the RIA
It’s the 75th Anniversary of the Registered Investment Advisor (RIA), which is worth celebrating. Why? In recognition of the laws that serve as the backbone of the financial industry, which limit risk and protect the average investor. As an RIA and fiduciary,
Financial Media: Is it Time to Turn it Off?
Most people would argue that living in a digital world with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them
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