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Tax Day is fast approaching, and it’s time to take stock of opportunities to reduce your tax burden and grow your savings. Two often-overlooked tools — the Individual Retirement Account (IRA) and...

Investment decisions can often stir up a mix of excitement and anxiety. Understanding your risk tolerance is crucial in navigating these emotions and making informed choices. Risk tolerance...

January marks the beginning of Financial Wellness Month in 2025, and it's the perfect time to take control of your financial health. As we embark on a new year filled with both challenges and...

As we enter the final 100 days of 2024, there's still plenty of time to make this year count. At Needham Advisory, we've compiled a list of eight essential steps to help you finish strong and set...

Auto accidents are an unfortunate reality that many of us might encounter at some point in our lives. Understanding the intricacies of auto accident liability and insurance coverage is crucial,...

In the modern gig economy, the classification of workers as either employees or independent contractors has become a significant legal and economic concern. In Massachusetts, the issue is addressed...

In the realm of labor laws, ensuring fair compensation for employees is a cornerstone of workers' rights. The Massachusetts Wage Act, consisting of Massachusetts General Laws Chapter 149, sections...

INVESTMENT QUARTERLY $5200 This not insignificant amount is the estimated increased annual cost to the average American Household as a result of the earlier inflation results...

INVESTMENT QUARTERLY TINA At the end of the third quarter this year, stocks, as measured by the S&P 500 index, were up 15.9% while intermediate bonds were off 3.8%. Fed...

INVESTMENT QUARTERLY STOCKFLATION Stockflation, the new word in investment jargon, is simply inflation in the price of stocks. It is caused by too much money (liquidity) being...

INVESTMENT QUARTERLY 2020: THE YEAR THAT WASN'T Who could have ever imagined we would have to live through a year like 2020? The economic  impact of over 23 million individuals...

INVESTMENT QUARTERLY TAX ALERT - THE STEALTH TIME BOMB IN BIDEN'S PROPOSED TAX PLAN As we head to the finish line in the 2020 elections, we are seeing further analysis of the...

INVESTMENT QUARTERLY SEARCHING FOR REMEDIES As we head into the second half of this strangest of years there are 5 major events that will likely influence the kind of...

INVESTMENT QUARTERLY THOUGHTS FROM A REMOTE COVID-19 BUNKER Sitting in my bunker to comply with the social distancing of Coronavirus or COVID-19 has brought back some personal...

INVESTMENT QUARTERLY PRICED TO PERFECTION The term “priced to perfection” refers to an investment or market that is at a price level that will sustain itself only if the...