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  • Newton, MA - BDQ
    2345 Washington St Suite 101 Newton Lower Falls, MA 02462-1458 T: 617.964.0400 F: 617.964.0422
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Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy
Webinar replay - The Big Game: Who could drop the ball?
2/6/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss current economic and financial market developments.
Markets & Investing
Watch Webinar
Read
Taking advantage of fixed income’s current dual benefit
2/6/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Back to the drawing board
2/3/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Will spring see the end of the Fed’s tightening cycle?
2/3/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Weekly market guide
2/3/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Read
Federal Reserve announces 25 basis point increase
2/1/2023
The pace of interest rate adjustments is slowing, but the Fed remains hawkish on curbing inflation.
Markets & Investing
Read
Don’t allow boredom in retirement to get the best of you
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
5 reasons to believe the P/E multiple will expand
2/1/2023
CIO Larry Adam examines current and historical indicators to illustrate price-earnings (P/E) multiple expansion supporting S&P 500 growth.
Markets & Investing
Global equity markets begin 2023 on an upbeat note
1/31/2023
Investors experienced a respite from the volatility that consumed 2022.
Markets & Investing
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
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A Trusting Partner Standing Sentry

North Atlantic Investment PartnersNorth Atlantic Investment Partners
  • 2345 Washington St Suite 101 Newton Lower Falls, MA 02462-1458
  • T 617.964.0400
  • F 617.964.0422
  • Map & Directions
  • Map & Directions

© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. North Atlantic Investment Partners, KTS Financial Group, Celeriter Capital, Kruegold Asset Management, and Adele Financial are not registered broker/dealers and are independent of Raymond James Financial Services.

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