Wellesley - Worcester St

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Wellesley - Worcester St

93 Worcester St
Wellesley, MA 02481


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  • July 15, 2025

    Quarterly Investment Commentary: July 2025

    After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.

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  • July 15, 2025

    What Impact Could Oil Prices Have on Investors?

    Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.

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  • July 09, 2025

    One Big Beautiful Bill: A Summary for Tax Planning

    The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

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