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Our Next Event

Estate Planning
Russ Towers Special Guest
Russell E. Towers
  JD, CLU, ChFC
June 12

Upcoming Events

Membership

Renewals:

  • Guy R. Buzzell, CFP®
  • John W. Farmer, CFP®
  • Nancy Gerseny, CFP®
  • Steven J. Grasso, CFP®
  • Jeffrey W. Loring, CFP®
  • Malcolm A. Makin, CFP®
  • Mary Clare O'Grady, CFP®
  • Joseph R. Souza

New Members:

  • Grant Brown, QPA, TGPC, ERPA
  • Donna Sowa Allard, CFP®

Fielding Inquiries From Nervous Investors

Betsey Purintan, CFP® and Jeff Massey,CFP® of the Rhode Island Financial Planning Association were qouted in a recent Providence Journal Article.

Investors, in general, are very concerned about the economic environment because it’s unsettling,” she said. “When people are focusing more on the markets, they’re also focusing more on their situation.”Betsey Purintan, CFP®

I focus on safe money,” he said. “The safe money that I refer to are the more traditional fixed annuities. Their money’s not at risk in the marketplace.” Jeff Massey,CFP®

Click Here to read the entire article

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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