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USAG Operations Update: COVID-19

I am writing to update you on steps we are taking as it pertains to COVID-19 (“coronavirus”). Our primary concern is for the health and well-being of our clients, employees and all others who we work with. We have implemented specific procedures as recommended by the Centers for Disease Control and […]

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 […]

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