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Dan Moriarty, left, and Mike Rouette.

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. […]

Paul Scully Charles Steinberg

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 […]

More Than Just Bitcoin By Matthew Ogrodowicz, MSA   ‘Blockchain’ is a term used to broadly describe the cryptographic technology that underpins several applications, the most widely known of which […]

Year-end Tax Planning By Kristina Drzal Houghton, CPA, MST   This year has been unlike any other in recent memory. Front and center, the COVID-19 pandemic has touched virtually every […]

Review, Refocus, and Reset By Julie Quink, CPA, CFE This year has been riddled with a series of unexpected and unanticipated events for business owners and organizations, the height of […]

Chuck Leach, president and CEO of Lee Bank.

Lending Support Community banks love commercial lending, Chuck Leach says. “It’s just good business for us — Main Street lending, that’s where we can have a nice give and take […]

Tax-Incentives

Seeking Relief By Lisa White and Malik Javed   On March 27, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law. The Act has […]

At a Premium The story is a familiar one by now: hospitals across the U.S., hammered by COVID-19, began directing resources toward fighting the pandemic last spring and curtailed elective […]

Covering All the Bases By Mark Morris When COVID-19 became a daily reality in March and working from home became the default for many businesses, Trish Vassallo had to scramble. […]

Michael Tucker

Uncharted Waters It’s safe to say 2020 has been an unpredictable year, testing the ability of all businesses to be nimble. Matt Sosik thinks banks are passing that test. “Community […]

Volume Business By Mark Morris When COVID-19 made its arrival in Western Mass., it was mid-March, just weeks before the start of the traditional home-selling season. Area mortgage professionals didn’t […]

an aerial shot of the hub shows how it connects with the existing Isenberg building

Course of Action By Gabriel J. Jacobson and Ian Coddington In addition to the obvious financial benefit to the employee, employer-funded advanced education can carry financial and soft benefits for […]