The Top 5 Financial Scams Targeting Older Adults

by Robert Loporto | Mar 18, 2024 | Uncategorized

    Dec 08, 2023 | 8 min read Genevieve Waterman Director, Corporate Partnerships and Engagement Key Takeaways Scams targeting older adults are on the rise. In 2022, there were 88,262 complaints of fraud resulting in $3.1 billion in losses from people age...

Q4 2023: The Winter Thaw Has Begun

by Robert Loporto | Mar 13, 2024 | Uncategorized

Q4 2023 Earnings: The Winter Thaw Has Begun Posted by Rob Swanke This entry was posted on Mar 12, 2024   I love spending time outdoors—except when it’s 20 degrees outside. For me, winter in Boston is a time to focus on self-improvement, whether that’s working on...

Market Update—Week of March 11, 2024

by Robert Loporto | Mar 12, 2024 | Uncategorized

Market Update—Week of March 11, 2024 Presented by Axial Financial Group Weak iPhone and Tesla sales in China moved the Nasdaq Composite lower. Rates for Treasuries with maturities greater than five years fell as the Federal Reserve (Fed) indicated it was close to...

Looking Back at the Markets in February and Ahead to March 2024

by Robert Loporto | Mar 7, 2024 | Uncategorized

Posted by Brad McMillan, CFA®, CFP®  Presented by Axial Financial Group This entry was posted on Mar 5, 2024 February was a good month for stocks, with most markets up in the low- to mid-single digits on positive economic and earnings news. The riskiest indices, the...

Market Update—Week of March 4, 2024

by Robert Loporto | Mar 5, 2024 | Uncategorized

Market Update—Week of March 4, 2024 Presented by Axial Financial Group The rally in artificial intelligence (AI) continued last week as Dell posted strong earnings as demand for its AI servers rose. Bond investors bought between 2-year and 10-year maturities as the...

10 Brain Tips to Help Keep Your Brain Healthy as You Age

by Robert Loporto | Feb 29, 2024 | Uncategorized

Practical insights from Marc Milstein, neuroscience researcher The costs associated with an unhealthy brain can be significant. For example, the lifetime cost for someone with dementia is nearly $400,000. From both a financial and quality-of-life perspective, it makes...