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- Mark's Minute Video Blog (8)
- News (12)
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- Nick Murray (1)
- Tax Planning (2)
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Archive
- A Tale of Four Decades - Comments (0)
- Alternatives to Long-Term Care Insurance - Comments (0)
- Are You Ending 2016 Healthy, Wealthy and Wise? - Comments (0)
- Are You Ready to Retire? - Comments (0)
- Buying Happiness - Comments (0)
- Can I Roll my Traditional 401(K) Account Balance Over to a Roth IRA? - Comments (0)
- Charitable giving - Comments (0)
- College cost and affordability. Part 1. - Comments (0)
- College cost and affordability. Part 2 - Comments (0)
- Common Financial Wisdom: Theory vs Practice - Comments (0)
Charitable giving
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)
Client events
- Thank you to our clients! - Comments (0)
Continuing Education
- Continuing Education for Dan! - Comments (0)
- Continuing Education for Our Team Members - Comments (0)
Data Breach
- Data Breach: What to Do Now - Comments (0)
Estate Planning
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)
Financial Planning
- Investment Corner: What is Investment Risk? - Comments (0)
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)
- WFP Investment Committee - Comments (0)
Financial Planning for Small Businesses
- Mark has been recognized as a Five Star Professional Wealth Manager for the 7th year! - Comments (0)
Investment committee
- WFP Investment Committee - Comments (0)
Investment Management
- Investment Corner: What is Investment Risk? - Comments (0)
- WFP Investment Committee - Comments (0)
Latest News
- Change is good! Two announcements from WFP. - Comments (0)
- Cybercrime: What Can You Do? - Comments (0)
- How do economists measure inflation, and why does it matter to investors? - Comments (0)
- Is Your Investment Strategy on Track? - Comments (0)
- Mark has been recognized as a Five Star Professional Wealth Manager for the 7th year! - Comments (0)
- Mark’s Musings February 2018 - Comments (0)
- Should You Buy a Bitcoin? Ask a Different Question First. - Comments (0)
- Thank you to our clients! - Comments (0)
- The Myth of Steady Retirement Spending, and Why Reality May Cost Less - Comments (0)
- Year-end tax moves for 2017 - Comments (0)
Mark's Minute Video Blog
- Introduction to Westfield Financial Planning - Comments (0)
- Mark, Tim and Dan attend TD Ameritrade conference - Comments (0)
- Market Risk – Part 1 - Comments (0)
- Market Risk – Part 2 - Comments (0)
- Socially Responsible Investing - Comments (0)
- WFP Investment Committee - Comments (0)
- What is a fiduciary? - Comments (0)
- What is the Westfield Estate & Financial Group? - Comments (0)
News
- A Conversation with Mark featured in TAP Into Westfield - Comments (0)
- A glimpse of the team at work - Comments (0)
- Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
- Looking Forward to a Joyful 2021 - Comments (0)
- New York Stock Exchange Visit - Comments (0)
- Our Topsy Turvy Investment World - Comments (0)
- Politics and Investment Strategy: Never The Twain Shall Meet by Nick Murray - Comments (0)
- Quarterly Economic Update: Second Quarter 2019 - Comments (0)
- Resilience: the ability to adapt and bounce back in times of stress - Comments (0)
- The Prospect of Hope is in the Air - Comments (0)
Newsletter
- Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
- Helpful Information for Filing 2018 Income Taxes - Comments (0)
- Quarterly Economic Update: Second Quarter 2019 - Comments (0)
- Welcome to 2021 (and good riddance 2020): January 2021 - Comments (0)
Nick Murray
Tax Planning
- Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
- Helpful Information for Filing 2018 Income Taxes - Comments (0)