Darlene R. DahlCPA/PFS, CDFA®, AEP®

Referred to as the “great wealth transfer,” baby boomers will be transferring over $68 trillion in assets to Generation X (born 1965-1980) and Millennial (born 1981-1997) children and grandchildren over the next quarter-decade. Planning for the transfer of wealth to younger generations includes addressing key questions, such as:

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Posted: July 10, 2019 | In: Articles

In June Daintree employees participated in the J.P. Morgan Corporate Challenge in Boston’s Back Bay. 365 companies were represented in the local race benefiting The Every Child Fund at Boston Children’s Hospital, which supports research and provides care to families visiting the Boston Children’s Hospital, helping them through difficult times and covering services insurance won’t pay for. Our runners were proud to represent Daintree in this great community event.

Posted: July 8, 2019 | In: Community

The Institutional Investor RIA Institute recently selected Daintree’s President and COO, Eric Godes to serve as their 9th Annual RIA East conference Chairperson. In addition to delivering the opening remarks, Eric moderated the two day conference attended by many leading Registered Investment Advisory and asset management firms. The Institute’s goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients. Topics included: “When Is The Next Recession,” “Setting Expectations For Your Equity Managers,” “Is Now The Time To Hire a COO?,” “Active And Passive Investing,” “Creating Client Loyalty,” and many more. Bestselling author, Beverly Flaxington, closed the conference with an inspiring presentation to help advisors incorporate what they heard and make their goals happen. Advisors in attendance are looking forward to the 10th annual conference next year.

Posted: June 20, 2019 | In: In the News

Janie MonroeCFP®

As the school year wraps up for students across the country, for many families, college is right around the corner. The cost of college is now one of the largest expenses many Americans incur. While the costs of higher education can vary depending on the type of school, location, and financial assistance, early preparation is always a good idea. One of the best ways to start saving is in a 529 plan, a tax-advantaged educational savings account.

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Posted: May 21, 2019 | In: Articles

Markets and Economy

Wow, what a fast turnaround! After a bruising end to 2018 that saw all asset classes except Fixed Income post negative returns, global financial markets rebounded strongly over the three months ended March 31, 2019. Year-to-date, markets have made back most, if not all, of what they lost in 2018, with all asset class returns ranging from low single-digits to over twenty percent.

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Posted: April 20, 2019 | In: Investment Commentary

Daintree’s President and COO, Eric Godes, recently moderated a panel for the 5th Annual Private Wealth New England Forum in Boston. The forum brings together leading RIAs, family offices, private banks and HNW wealth managers from across the region for a day of peer-to-peer learning from some of the top minds in the industry. Eric’s panel shared their insights on the future of wealth management and covered topics such as the transfer of wealth across generations, working with millennials, fee pressure in the industry and current communication methods with clients. Those in attendance found the session both informative and helpful.

Posted: April 18, 2019 | In: In the News

Stephen P. Oliver, CFA, CFP®

The stock market can be wild—it’s down 2% one day, up 3% the next, then down again. Just when you think volatility is gone, suddenly it’s back! If you follow the markets too closely, it will drive you crazy. For example, in the fourth quarter of 2018 there was no place for an investor to hide. Interestingly, in the US stock market, as soon as 2018 ended, it experienced its best January performance since 1987. Of course, no one really knows what will happen going forward. Sticking your head in the sand does not work, nor does selling everything and waiting until the market gets better.

You cannot change the market but there are definite mistakes you can avoid and actions you can take to succeed long-term.

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Posted: April 16, 2019 | In: Articles

Barbara C. Attardo, CFP®, AEP®, CDFA®

Most of us think about the lifestyle we want when we retire, even if it’s still a long way off. We make all kinds of plans—to spend more time with the grandkids, learn to paint, get more involved in charity work, or travel the world. The list is endless! But have you thought about whether or not your finances will be able to support your plans and what you need to do now to make your retirement goals a reality? If you’re not sure, you’re not alone. Whether it’s a year, 10 years, or more away, it’s never too early or too late to start planning! The following steps will help you get started.

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Posted: March 13, 2019 | In: Articles