Collingwood Wealth Management

CONNECT

Address:

8 Faneuil Hall Marketplace, 3rd Floor
Boston, MA 02109

Phone:

Office 617.973.5071, Toll-Free 855.357.2013, Cell 617.233.7447

Fax/Other:

617.973.6406

Newsletters

45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2018

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

March

February

January

December

November

October

  • Seven Classic Investing Quotes

    Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

September

August

  • Oil Prices and the Economy

    The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

  • Equity REITs and Rising Rates

    Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

July

June

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

May

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Check the background of this financial professional on FINRA's BrokerCheck