Financial Planning
Thursday, October 1, 2020Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about financial planning during this crisis. Financial Planning
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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Human Behavior
Monday, August 10, 2020Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about human behavior during this crisis. Human Behavior
Read MoreSilver Linings'
Friday, July 17, 2020Watch our Wealth Management team's Vice President, Mark Rapoza, talk about finding the Silver Linings' in your life during this crisis. Silver Linings'
Read MoreBarrett Client Exclusive WebEx
Monday, June 22, 2020June 4, 2020: Exclusive First Trust Conference Call REPLAY with Featured Speaker and Economist, Andrew Opdyke Andrew discusses the latest data on the Coronavirus, sharing his insights on current events and discussing the potential...
Read MoreThe SECURE Act & How It May Impact You
Friday, May 1, 2020Watch our Wealth Management team's Senior Vice President, Peter Jacavone, review some of the highlights of The SECURE Act, which Congress passed at the end of 2019, and how it may impact you. Highlights of The SECURE Act & How It May...
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The Future of Education
Friday, April 24, 2020Watch our Wealth Management team's Vice President, Mark Rapoza, talk about the future of education. The Future of Education
Read MoreCoronavirus Update & Economic Outlook
Thursday, April 23, 2020April 22, 2020: First Trust Conference Call REPLAY with Featured Speaker and Chief Economist, Brian Wesbury Brian reviews the latest data on the Coronavirus, shares his insights on current events and discusses the potential impact on...
Read MorePost-Easter Economy: The Road To Recovery
Tuesday, April 21, 2020April 15, 2020 First Trust Conference Call REPLAY with Featured Speaker and Chief Economist, Brian Wesbury Brian reviews the latest data on the Coronavirus, shares his insights on current events and discusses the potential impact on...
Read MoreWhen Markets React
Wednesday, March 11, 2020When markets shift, experienced investors stick to their strategy. Click the link below to view. When Markets React
Read MoreWelcome to a New Decade
Tuesday, January 28, 2020Watch our Wealth Management team's Vice President, Mark Rapoza, discuss the opportunities that lie ahead as we embrace a new decade. Welcome to a New Decade
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Five Questions with Mark Rapoza
Wednesday, June 5, 2019Our Vice President of Wealth Management talks with Providence Business News about emerging themes in financial planning and portfolio management. Five Questions with Mark Rapoza
Read MoreRecent TV Interview
Monday, February 26, 2018We want to share with you one of our advisors recent appearance on 'An Hour with Bob', a RI Broadcast TV show. In the program, Mark Rapoza discusses the role of a Financial Advisor, college and career planning, and the changing...
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