Twelve points Blog
The Financial Planning Process
In an earlier blog post, I introduced our Behavior Gap series of articles, which use Carl Richards’ insightful Behavior Gap sketches to illustrate various financial planning and investment concepts. My earlier post brought attention to the wide gap between
Ribbon Cutting
We are thrilled to announce the official grand opening of our second location in Boston’s South End! To celebrate, we’ll be holding a ribbon cutting ceremony with the Boston Chamber of Commerce, of which we recently became a member.
Investment & Tax Strategies Go Hand-in-Hand
The practice of Personal Financial Planning is endlessly fascinating and complex, with the various planning areas (including: Investments, Income Tax, Retirement, Estate Planning, and Insurance) being interconnected. It could be argued that no two planning areas
Behavior Gap
Ever been struck by an idea that you just needed to get down on paper, but all you had on hand was a cocktail napkin and a sharpie? Well, that’s what happened to Carl Richards, a Certified Financial Planner™ and director of investor education for a community of independent
Francesca Federico on Gift-Giving & Family Business Succession Planning
In December 2014, Francesca Federico was a featured guest on Small Business Digest Radio. She and host Don Mazzella spoke about her career path, gift-giving advice and succession planning for family-owned businesses.
Congratulations to TPWM team members for obtaining the AIF® designation
As of January, four members of the Twelve Points Wealth Management team have become Accredited Investment Fiduciary® (AIF®) designees. Congratulations to Dave Clayman, Manny Frangiadakis, Francesca Federico and Igor Tiguy
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