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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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Is AI enthusiasm creating a technology bubble?
11/14/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Is AI enthusiasm creating a technology bubble?
11/14/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
Is organic worth the cost?

When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.

Family & Lifestyle
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Read
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Read
Milestone moment? Time to review your estate plan

From moving to marriage, these major life events warrant a check-in.

Estate & Giving
Watch Webinar
Webinar replay: Grateful for Growth: A Look at Consumers, Policy, & Markets
11/10/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Expansionary & recessionary periods
11/10/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Marking one year since the election of President Trump
11/7/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A check on the health of US consumers
11/7/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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North Atlantic Investment PartnersNorth Atlantic Investment Partners
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  • 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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