by Joseph Caputo Chief Information Officer & Associate Portfolio Manager Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiency and relatively low cost have attracted investors who like the idea of combining the diversification of mutual funds with the trading flexibility of stocks. […]
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Caring for Your Aging Parents
- December 27th, 2016
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By Chris Kelly CPA, CFP®, M. ACCY Financial Advisor and Portfolio Manager Caring for your aging parents is something you hope you can handle when the timecomes, but it’s the last thing you want tothink about. Whether the time is now or somewhere down the road, there are steps that you can take to […]
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Why Use a Professional Trustee?
- December 27th, 2016
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by Joseph Manfredi MBA Chief Operating Officer / Senior Portfolio Manager You use bwfa for professional financial planning, investment management, and or tax services- Why not include professional trust services to your important financial advisory services? When would you consider trust services? • Has there been a death of a spouse? • Do you have […]
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Planning For Retirement
- December 27th, 2016
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Thad Ismart CFP© Senior Financial Planner If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider […]
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Ancestry DNA
- December 27th, 2016
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by Robert G.Carpenter President & CEO For my 50th birthday, my wife gave me an Ancestry DNA test. I had a general knowledge of the more recent branches of my family tree, but was always curious about discovering more. My parents told me that I was English, Irish with some Native American roots as well. […]