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Investments

Investments

  • Investing in Gold
    Should I Invest in Gold?
    Should I Invest in Gold?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: April 25, 2025Categories: Families, Investments, Working Professionals
  • Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
    Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
    By Evan MarquisPublished On: April 11, 2025Categories: Investments, Taxes, Working Professionals
  • Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
    Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
    By Kyle Labelle, CFP®Published On: March 27, 2025Categories: Investments, Taxes, Working Professionals
  • So You Received a Windfall — Now What?
    So You Received a Windfall — Now What?
    By Dan Koppel, MSFS, CFP®Published On: March 6, 2025Categories: Cash Management, Investments
  • When Should I Rebalance My Investments?
    When Should I Rebalance My Investments?
    By Garrett ClimoPublished On: February 7, 2025Categories: Investments, Retirement, Working Professionals
  • Need a Last Minute Gift Idea? – How About a Future College Education
    Need a Last Minute Gift Idea? – How About a Future College Education
    By Evan MarquisPublished On: December 13, 2024Categories: College, Families, Gifts, Investments
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Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885 

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot St., Suite 310-12
Peterborough, NH 03458

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  • Home
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  • Who We Serve
    • Retirement Planning
    • Investment Management
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    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
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  • About
    • Our Approach
    • Fee-Only
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
    • Videos
    • Events
    • FAQs
  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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