JonPaul McBride, Senior Client Services Associate at Daintree Advisors, was chosen to attend the 2018 Center for Financial Planning Diversity Summit. He was one of 300 thought leaders in financial planning who gathered in New York City to discuss building a more diverse financial planning profession, and to address the serious underrepresentation of blacks and Latinos (less than 3.5 percent of all CFP® practitioners) and of women (23% of all CFP® practitioners) in the profession.

Read More..

Posted: February 7, 2019 | In: Community

Daintree Advisors is pleased to announce that Barbara Attardo, Darlene DahlLauren Desforge, Alex Gross, Mary Shahian and William Speciale have been named recipients of the 2019 Five Star Wealth Manager award as featured in Boston Magazine. To receive the award, wealth managers must meet 10 objective criteria evaluated via surveys of Boston area households and financial services professionals, as well as independent research. Five Star Professional, which sponsors the nationwide award program, publishes its list in the February 2019 edition of Boston Magazine. Wealth Managers do not pay a fee to be considered or placed on the final list of the 2019 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.

For more information on the research and selection methodology go to www.fivestarprofessional.com.

Posted: February 1, 2019 | In: In the News

Stephen Oliver and William Speciale presented to the Boston Probate and Estate Planning Forum on January 9, 2019 at the Union Club of Boston. The topic was Tax-Advantaged Investing: Achieving and Maximizing Tax Alpha.

The Boston Probate and Estate Planning Forum is an association of experienced and senior-level trusts and estates attorneys in Massachusetts. The Forum meets monthly to discuss current topics in the fields of probate, estate planning, tax, and trust administration. Guest speakers are attorneys, academics, government officials, and professionals in related fields with substantial expertise in their respective disciplines.

Posted: January 16, 2019 | In: In the News

Diversification: The Only “Free Lunch” Doesn’t Feel So Free Right Now

The best performing strategy year-to-date has been to own the few high-flying stocks that are responsible for the majority of U.S. stock market returns. Against this backdrop, we feel it is an appropriate time to review Daintree’s investment strategy and why we think it has a higher probability of long-term success.

Read More..

Posted: October 29, 2018 | In: Investment Commentary

Mary M. Shahian, CFP®, ChFC, CDFA®

Many people wish to have a portion of their retirement income guaranteed. For example, a man who knows that statistically he is likely to die before his wife may want to assure that a portion of her income will not fluctuate with their investment portfolio.

Read More..

Posted: August 16, 2018 | In: Articles

Mid-Year Recap

Things rarely play out the way people foresee them. Take the FIFA World Cup for example, which recently concluded its 21st installment. The tournament began with 32 national teams vying for soccer’s ultimate prize, with tournament stalwarts Germany, Brazil, or Argentina favored to lift the trophy again. Against all odds though, each of these favorites crashed out, eliminated by seemingly lesser teams. No one could have predicted this result or that the tiny nation of Croatia would make the final. However, that is the nature of a contest with numerous potential outcomes; it is unpredictable and full of surprises.

Read More..

Posted: July 30, 2018 | In: Investment Commentary

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