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Categories

• Archive (80)
• Charitable giving (1)
• Client events (1)
• Continuing Education (2)
• Data Breach (1)
• Estate Planning (1)
• Financial Planning (3)
• Financial Planning for Small Businesses (1)
• Investment committee (1)
• Investment Management (2)
• Latest News (10)
• Mark's Minute Video Blog (13)
• News (22)
• Newsletter (9)
• Nick Murray (1)
• Tax Planning (2)

Posts per category

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

• How to Protect Yourself From Identity Theft - Comments (0)
• 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)
• Webinar: Real Estate Securities: An Allocation, not a trade - Comments (0)
• Webinar: The Times They Are A-Changin’ - Comments (0)
• WFP Investment Committee - Comments (0)
• What are Required Minimum Distributions and How Are They Determined? - Comments (0)

News

• ‘Won’t Get Fooled Again’ - Comments (0)
• A Conversation with Mark featured in TAP Into Westfield - Comments (0)
• A glimpse of the team at work - Comments (0)
• Anticipating Rising Interest Rates - Comments (0)
• Bitcoin – A Primer - Comments (0)
• Cue the next crisis… inflation! - Comments (0)
• Economic Update - Comments (0)
• Focusing on Factors You CAN Control - Comments (0)
• Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
• Looking Forward to a Joyful 2021 - Comments (0)

Newsletter

• ‘Won’t Get Fooled Again’ - Comments (0)
• Anticipating Rising Interest Rates - Comments (0)
• Economic Update - Comments (0)
• Focusing on Factors You CAN Control - Comments (0)
• Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
• Helpful Information for Filing 2018 Income Taxes - Comments (0)
• Market Volatility: A Part of the Investment Experience - Comments (0)
• Quarterly Economic Update: Second Quarter 2019 - Comments (0)
• Welcome to 2021 (and good riddance 2020): January 2021 - Comments (0)

Nick Murray

• Politics and Investment Strategy: Never The Twain Shall Meet by Nick Murray - Comments (0)

Tax Planning

• Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
• Helpful Information for Filing 2018 Income Taxes - Comments (0)