by Rachel DeIeso, Client Service Associate
On November 2, 2017, Daintree’s President and COO, Eric Godes, along with Partner and Senior Client Advisor, Barbara C. Attardo, were featured speakers at the New England Wealth & Retirement Conference held at Gillette Stadium. Barbara spoke on a panel entitled “Well-thy” women addressing the industry’s need for more qualified women advisors and how crucial it is for all advisors to understand the female investor and how best to help them navigate the wealth management and financial planning landscape. Eric spoke on a panel to educate advisors on how to build a thriving practice. Clearly not all firms are created equal, and by following best practices and always keeping the client’s best interests first and foremost, you can both build a thriving practice and ensure clients are well served while receiving prudent and personalized advice.
Mary M. Shahian, Partner and Senior Client Advisor at Daintree Advisors, published an article on charitable gift annuities in the Harvard Medical School Newsletter. See Mary’s full bio on Daintree’s website.
by Jonathan Dunham, Client Service Associate
by Barbara C. Attardo, CFP®, AEP®, CDFA®
Market Update: Steady as She Goes?
“Steady as she goes” is a common nautical phrase used when maintaining current course. The command says nothing about a ship’s current surroundings; it can be issued in the calmest of seas or in the most brutal of storms. While the command means to maintain the status quo, it does not mean to drop guard and settle into careless complacency. Vigilance is always paramount while at the helm, as identifying hazardous developments is of the utmost importance. Foresight is equally crucial, as a prompt, and more importantly, proper response to any perilous changes could mean the difference between foundering and continuing forward.
This past June, Daintree employees participated in the J.P. Morgan Corporate Challenge, a series of races held in 13 cities across the world. Over 9,000 runners and walkers from 350+ companies participated in Boston’s race. This year the Corporate Challenge made a donation to The Every Child Fund at Boston Children’s Hospital. Our runners were proud to represent Daintree in this great community event.