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Melissa Kolcz | Oct 1, 2020

All-Female Financial Planning Firm in Hyannis Guides Clients with Compassion and Confidence

September 22nd, 2020

In the late 80s, Linda Gadkowski was looking for a financial planner to help her family plan for their future. Unable to find an advisor

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Melissa Kolcz | Aug 24, 2020

S&P 500 Continues Unprecedented Rally

S&P 500
stock market returns

Friday, August 21st, 2020

We hope today's newsletter finds you well and gearing up for a nice weekend. Just a quick note before we dive into our latest

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Katie Brennan | May 8, 2020

Update on frequency of eNewsletters from BFPCC and touching base with Kelli Grew, CFP

Friday, May 8th, 2020

Thank you for following along with our updates.  With so much noise from different media sources, we try to be a voice of reason during

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Melissa Kolcz | May 4, 2020

Takeaways from Berkshire Hathaways 2020 Annual Meeting

berkshire hathaway

Monday, May 4th, 2020

Tune in to Michaela's latest video below as she discusses some key takeaways from Berkshire Hathaway's 2020 Virtual Annual Meeting.

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Melissa Kolcz | May 1, 2020

Katie Brennan Kane Discusses Benjamin Graham's “The Intelligent Investor”

bear market
Market Volatility

Friday, May 1st, 2020

Good Morning and Happy Friday. Check out Katie's latest video below as she discusses Benjamin Graham's "The Intelligent Investor."

"

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Melissa Kolcz | Apr 30, 2020

Why Jumping in and Out of the Markets Doesn’t Work

Thursday, April 30th, 2020

We want to thank you for your continued trust. The reason you hired our team is to navigate you through times like we are

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Melissa Kolcz | Apr 27, 2020

The Role of Bonds in a Diversified Portfolio

Monday, April 27th, 2020

Tune in to our latest video below as Michaela discusses some of the protection you have in your diversified portfolio. Also, don't

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Melissa Kolcz | Apr 24, 2020

News Resources That You May Enjoy

news

Friday, April 24th, 2020

Good Afternoon and Happy Friday. Today's video includes two news sources that do a really great job at siphoning out all
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Melissa Kolcz | Apr 22, 2020

Kelli Grew, CFP Discusses How Headlines Can Help Drive Market Volatility

Wednesday, April 22rd, 2020

We want to remind you that while there has been a nice rally in the markets since March 23rd, we are expecting that
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Melissa Kolcz | Apr 20, 2020

"I hate to lose more than I like to win" – Larry Bird

Monday, April 20th, 2020

Larry Bird is famous for claiming "I hate to lose more than I like to win." How can we take this quote and apply it to how

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Katie Brennan | Apr 17, 2020

Katie Brennan Kane discusses Economic Recovery

economic recovery

Friday, April 17th, 2020

Good Morning and Happy Friday. Today's video highlights different types of economic recoveries.

Katie Brennan Kane, Operations

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Katie Brennan | Apr 14, 2020

Kelli Grew, CFP discusses Mutual Funds

mutual funds

Wednesday, April 15th, 2020

Good Morning and Happy Wednesday. Kelli's latest video focuses on the basics of investing and mutual funds. Mutual funds are great

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