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Has your investment strategy changed?
Is your 401(k) back on track? Are you putting more of your money back into the stock market? Or are you investing less?
How has the last year changed your ideas about investing?
Globe reporter Megan Woolhouse wants to hear about where your long-term investment strategies stand. Contact her via e-mail by clicking here, or by phone at 617-929-3292.
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ABOUT MANAGING YOUR MONEY
Local finance professionals share insights and advice on issues such as
budgeting, managing debt, and retirement planning.
About the contributors
Jill Boynton is co-founder of Cornerstone Financial Planning in Newington, N.H. Along
with traditional financial planning services, Boynton provides analysis
specifically for divorce.
Andrew Chan is the
founder of Integrative
Financial Advisors in Framingham. He provides comprehensive
financial planning advice and investment management services. He has
been an adviser for over 12 years and works with clients to integrate
all aspects of their finances including investments, retirement,
education funding, and tax planning.
Cheryl Costa is a
managing director at AFW Wealth Advisors, which has offices in Natick and Purchase, N.Y. She advises clients on investing, education funding, and estate planning. She holds a master’s in business administration from Boston University.
Jamie Downey has been an
accountant for more than 14 years. He's a partner at Downey & Co. in
Braintree. Prior to joining the firm, he served as a manager in the
audit department of accounting firm KPMG.
