by Kristin Beane | Sep 26, 2024 | Consumer News, FPANE News, Home Page Features
Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views,...
by Kristin Beane | Sep 25, 2024 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd...
by Kristin Beane | Sep 7, 2024 | Consumer News, FPANE News, Home Page Features
Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment,...
by Kristin Beane | Sep 6, 2024 | Consumer News, FPANE News, Home Page Features
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than...
by Kristin Beane | Aug 31, 2024 | Community News, Consumer News, FPANE News, Home Page Features, Member News
FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...
by Kristin Beane | Aug 23, 2024 | Consumer News, FPANE News, Home Page Features
In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In...
