by Kristin Beane | Feb 8, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched...
by Kristin Beane | Jan 26, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...
by Kristin Beane | Jan 24, 2025 | Consumer News, FPANE News, Home Page Features
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...
by Kristin Beane | Jan 23, 2025 | Consumer News, FPANE News, Home Page Features
On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous...
by Kristin Beane | Jan 2, 2025 | FPANE News, Home Page Features
Happy New Year from FPA New England! Wishing you a healthy and prosperous 2025!
by Kristin Beane | Dec 11, 2024 | FPANE News, Home Page Features
Join us for the FPA NE Annual Town Hall Meeting from 12PM – 1PM which includes the 2025 Board Slate presentation, 2024 year in review and looking ahead to 2025. The election of the board and officers will be held during the Virtual Annual Meeting/Town Hall. If...
