Daintree employees enjoyed attending the 36th annual Jimmy Fund Scooper Bowl,® the nation’s largest all-you-can-eat ice cream festival. The Jimmy Fund supports Boston’s Dana-Farber Cancer Institute for adult and pediatric cancer care and research. This year the Scooper Bowl raised more than $400,000!

Posted: June 13, 2018 | In: Community

William G. Speciale, J.D., AEP® and Doug Lajoie, CFP®

The expression “What a difference a day makes” means a lot if you have a son or daughter turning age 18. Before that 18th birthday, your cherub is a child, with little legal standing and few legal rights. You, as parent or guardian, are responsible instead. When he or she wakes up on the big day, everything is changed, even if everything looks the same.

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Posted: June 12, 2018 | In: Articles

William S. Patzer, CFA

Proactively managing the impact of taxes on your investment portfolio may be the single best action you can take to enhance your investment returns.

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Posted: May 17, 2018 | In: Articles

Low Volatility, I Knew Thee Well

A historic era is over. For 18 months prior to January of this year, the S&P 500 experienced zero pullbacks of 5% or more. This might not sound impressive in and of itself, but put in historical perspective, this was a period of extremely low volatility. In a normal calendar year, the S&P 500 typically experiences five pullbacks of 5% or greater and one pullback of 10% or greater. However, for an extended period markets confounded this norm as asset prices experienced unabated appreciation. At the beginning of this 18-month period, a reasonable investor would assume seven or eight sizable equity market pullbacks, yet equity markets experienced none.

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Posted: April 27, 2018 | In: Investment Commentary

Daintree Portfolios

Unfazed

Are you unfazed by the markets’ lofty valuations? Equity markets do not seem too fazed by much of anything. No matter what disaster or uncertainty came our way during 2017, global equity markets (MSCI ACWI) were up in each month of the year. That is a remarkable result and a measure of calm in the face of extreme political drama, international terror, policy changes, North Korea’s nuclear threat, cyberattacks, hurricanes, wildfires, etc.

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Posted: February 23, 2018 | In: Investment Commentary

Daintree Portfolios

A Winning Hand

This year’s story has been the strength of global stock markets. Equities have moved higher based on better than expected fundamentals including synchronized growth across most economies. Other factors—such as central banks, North Korea, hurricanes, and politics—have not been enough to disrupt an economic environment that could easily be characterized as “good but not great.” The strength of equities outside the U.S. is not surprising given the more attractive valuations in foreign markets. Other themes this year include the strength of high yield bonds, non-U.S. REITs, and gold.

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Posted: February 23, 2018 | In: Investment Commentary

Rachel DeIeso

Building and Understanding Your Credit
You hear a lot about your credit score, which is very important when you think about making substantial financial decisions. Achieving and maintaining a high credit score will help make some of life’s major financial goals easier. This article will explain how your credit score is determined and what you should do to increase it.

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Posted: December 4, 2017 | In: Articles

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.

Posted: November 20, 2017 | In: In the News

Jonathan Dunham, Client Service Associate

Millennials are entitled.  Millennials are lazy.  Millennials don’t work hard.  These are just a few of the stereotypes associated with millennials.  Are these stereotypes true?  Of course not.  Millennials (generally defined as people born between 1982 and 2004) are anything but.  In fact they have to work harder and smarter than previous generations to achieve financial wellbeing.

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Posted: September 29, 2017 | In: Articles