Skip to content
Menu
Home
Our Firm
Our Firm
Working with Us
About Raymond James
Join our Firm
Our Team
Our Team
Newton Lower Falls, MA
Newton Lower Falls, MA
Jason Tholander
Paul Kapur
John Doherty
Christopher Szymanski
Samuel Goldberg
Scott Wheeler
Tyson Lashley
Aaron Buczek
Mike Kulesza
Ryan Schott
Sean Tully
Will Keefe
Jessica Derany
Billerica, MA
Billerica, MA
Jason Tholander
Brian Goguen
Ryan Schott
Christine Nilson
Thomas L. Fitzpatrick IV
Portland, ME
Portland, ME
Jim O'Clair
Beau Gaudreau
Julie Bishop
Wolfeboro, NH
Wolfeboro, NH
Jeff McGuinness
Westfield, NJ
Westfield, NJ
Matthew Lane
Why Work With a CFP
Services
Services
Executive Services
Corporate Planning Services/Institutions
Multigenerational Planning
Business Owners
Resources
Resources
Estate Planning
Wealth Planning
Institutional Fiduciary Services
Insights
Insights
WorthWhile
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Living Your Legacy
Living Your Legacy
Career
Community
Family
Digital Account
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Newton MA - BDQ
2345 Washington St
Suite 101
Newton Lower Falls, MA 02462-1458
T: 617.964.0400
F: 617.964.0422
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Estate & Giving
Media
Article
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Read
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Read
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Read
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Read
Retirement & Longevity
Taking a breather
4/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets and Investing
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Watch Video
Markets & Investing
The fate of the US dollar and US exceptionalism
4/25/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
A look at what is shaping our market views
4/25/2025
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Read
Tax Planning
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Read
Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Read
Retirement & Longevity
Load more
Load more