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USAG Operations Update: COVID-19

We have implemented specific procedures as recommended by the Centers for Disease Control and Prevention (CDC), World Health Organization, regulators, and local public health officials. These include proactive guidelines about in-person meetings, travel and social distancing among others that I’m sure you are familiar with. We are closely monitoring the […]

Welcome to the World, Abby

Here is Abigail Ann McDonald, born on December 4th, 2019 in Boston, MA. We are so thrilled to finally meet Abby and to celebrate in the happiness and true love she has brought to her parents, Tucker and Sue.   There are many wonder-filled times ahead for this beautiful family. This […]

10 Questions (and more) to Ask Before Choosing Your Financial Advisor

What do you think is a reasonable, real after-tax return for an investor with average risk tolerance? For one with a low risk tolerance? How have the portfolios of your existing clients performed since the credit crisis began? Over the past five years? How do you get paid?  Do you […]

Debunking Common Retirement Assumptions

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy […]

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