Banking & Finance
Banking & Finance
State of Uncertainty By Cheryl Fitzgerald Over the past year, a number of words and phrases have worked themselves into the lexicon, and our everyday usage: pandemic, quarantine, super […]
Creating a Powerhouse M&T Bank Corp. is no stranger to acquisitions, having broadly expanded its geographic footprint through a series of mergers over the past two decades. But every acquisition […]
Taking the Long View By Mark Morris In a co-working office space at the historic Brewer-Young mansion, Jeff Liguori and Matt Landon help people build their financial futures. Liguori, founder […]
Tax-loss Harvesting By Gabe Jacobson Tax-loss harvesting is the selling of stocks, ETFs, mutual funds, and other securities at a loss with the goal of reducing taxes on other short- […]
Reading the Fine Print By Julie Quink The economic stress created by the COVID-19 pandemic compelled business owners and individuals to apply for the relief funds provided by the […]
Are You Covered? By Mark Morris Call it the great migration indoors. When the pandemic first hit, many people were forced to quickly convert their homes into offices, schools, and […]
Round 2 By Jonathan Cohen-Gorczyca, CPA, and Amila Hadzic On Dec. 27, 2020, the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act was signed into law to assist […]
A Tax-planning Checklist By Dan Eger It is that time again, your favorite and mine, tax season! As we have made it through hopefully the worst of the pandemic, […]
Expanding the Footprint The Dowd Agencies and the J. Raymond Lussier Insurance Agency announced last week they have merged their operations and will be known as Lussier-Dowd Insurance. The merger […]
Premium Concerns By Mike Horan Insurance costs have already been rising — the property and casualty space has seen 11% rate increases annually, on average — due to uncertainty around […]
They’re Still Goal-oriented Michael Rouette says he keeps a copy of the 36-year-old news story in his office. He’ll take it out and read it on occasion, and will proudly […]
Checking on the Community Paul Scully says local philanthropy is baked into the DNA of this region’s financial institutions. “Banks have always been great about supporting communities. And we are […]
Tax Planning in a Gig Economy By Ian Coddington In recent years, we have seen a rise in so-called side hustles and gig work, where individuals take on part-time […]
Lending a Hand By Mark Morris Sometimes being thrown into a challenging situation leads to … well, a good idea or two. Or at least a new way of thinking. […]
Play Ball Baseball season is — hopefully — just four months away, and Paul Scully says that’s reason for excitement in Massachusetts. “Just think about this year and the fact […]
