by cambridgesourcesites | Oct 30, 2018 | best of, blog
2018 has been an interesting year. Ok, that is the polite way of saying it’s the kind of year that is a bit frustrating. At the beginning of the year, I talked about inflation and rising interest rates being the biggest headwinds that the markets would need to...
by cambridgesourcesites | May 11, 2018 | best of, blog
Two years ago I founded Blue Dot Wealth Management. I wanted to create a different environment that was client centered and forward thinking. It has been an exciting two years and, truthfully, has been the most fulfilling couple of years in my career. Starting the...
by cambridgesourcesites | Apr 17, 2018 | best of, blog
A while back I was at the park with my daughter along with a number of other parents and kids. Many adults were telling their kids to get away from certain areas or to stop climbing on playground equipment reminding them that their friend got a black eye when he fell...
by blueuser | Jun 14, 2017 | best of, blog
We’ve all heard the phrase, “Change is constant,” and that couldn’t be truer especially when it comes to the financial services industry. The latest is the change to the fiduciary standard that is the result of the 2008 crisis. The updated fiduciary rule stipulates...
by cambridgesourcesites | May 12, 2017 | best of, blog
Today is Blue Dot Wealth Management’s One Year Anniversary!!! What a year it has been! Some of you may know that I am celebrating my 20th year in the Financial Services industry. However, May 9th, 2016 is the day that I started a firm based on a vision of how I...
