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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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Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
PPLI and PPVA: Vehicles for tax-efficient growth

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Markets & Investing
Read
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Read
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Read
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
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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
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© 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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