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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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Parental leave policies leave parents wanting more
Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Read
Read
Spend your retirement thriving
How to make your retirement rewarding and meaningful.
Retirement & Longevity
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Fed raises interest rates with a 25 basis point increase
3/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing
Read
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
Read
Incremental progress emerging in the banking sector fallout
3/20/2023

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.

Economy & Policy
Watch Video
Why you should maintain a long-term view amid bank headlines
3/17/2023
CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing
Can you distinguish cash fact from cash fallacy?
Recent market activity and rising interest rates have investors thinking twice about cash. Here are some things to consider.
Markets & Investing
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
Over time, markets have proved positive and resilient
When markets react, consider a broader historical perspective before changing your financial course.
Markets & Investing
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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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