Data Gathering — Our primary objective is to be a Fiduciary, placing your interests first. Thus, before any recommendations are offered we create and review a collective picture of where you stand financially. Knowing where you stand financial is an integral first step. Click here to open our editable Financial Questionnaire.
Marc is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you...
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As fiduciaries, placing your interests first is the cornerstone to our relationship. We’ve done it this way for more than 50 years– and now we have an opportunity to share our approach with you. From our very first conversation, you’ll find us asking about everything in your financial life –...
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This week Marc’s son Corey shares his story of perseverance, tenacity and grit on his road to Babson. Congrats Corey! #JobWellDone. He also gives a firsthand account of life as a high school student during COVID. Corey’s ‘All for Babson’ video found here. DISCLOSURES: During Dollars & Sense with Freedman...
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