Boston is the home of Fidelity and John Hancock, two major players in the financial services industry and both a stone's throw away. So why do I use Jonathan at Stearns Wealth Management as my financial advisor?  Here are my top 3 reasons:
  • A call to Stearns Wealth Management is answered by a person, not a telephone tree.
     
  • Jonathan took the time to listen and understand my financial and life goals.
     
  • As a small business owner, my life gets busy and before I know it - my financial goals are on the back burner. Thankfully my goals are on Jonathan’s front burner.  It is a great relief when he calls to schedule a quarterly meeting.
Peg O’Connell
Owner
Peg O’Connell Bookkeeping

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2010 | from tailwinds to headwinds

As 2010 gets underway the markets are likely to continue to perform as well as they have through the latter part of 2009. However, following a solid start, we expect a challenging second half of 2010. We
anticipate the extraordinary global policy efforts that created a tailwind for markets in 2009 will fade, or even transition, to headwinds that may contribute to a renewed slowdown in the economy and a potentially challenging latter half of 2010 for investors.

 

   

The Strength Of Partnership

As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what’s to be done with your estate.

 

 

   

Selecting Investment Managers For Success

We understand your need to utilize a vast array of investment products offered by the best available investment managers to meet your individual goals and to help your portfolio maneuver through all kinds of market environments.

 

   

Weekly Market Commentary

The Weekly Market Commentary provides the LPL Financial outlook for the financial markets through timely insights focused on identifying, evaluating, and capitalizing on the risks and opportunities in domestic and global capital markets. This publication is authored by Jeffrey Kleintop, CFA, the LPL Financial Chief Market Strategist.

 

   

Weekly Economic Commentary

The Weekly Economic Commentary, written by John Canally, CFA, LPL Financial Investment Strategist, provides a recap of the previous week's hot topics and an outlook of upcoming events.

 

 

   

Sector Strategy

Sector Strategy is a quarterly publication authored by Jeffrey Kleintop, CFA, LPL Financial Chief Market Strategist. This publication shares the LPL Financial outlook for the ten sectors of the U.S. stock market.

 

     
 

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