You may receive an inheritance, stock options, restricted stock units (RSUs) or build a large position through an employee stock purchase plan (ESOP). This can lead to a large concentrated position. We discuss the risks, tax implications and strategies to manage a concentrated position. A proper plan incorporating tax-planning, investment strategy and risk management will protect your wealth.

SK Wealth's Solutions & Knowledge podcast

SK Wealth - Episode 22 - Managing Concentrated Positions

Purchasing a home can be a stressful process, especially if it's your first time. Join our Financial Planner, Mac Richards, as he reviews actionable steps you can take to prepare yourself and your finances for the home-buying journey.

SK Wealth - Episode 21 - Home Buying Planning and Strategies

This is the definition of a unicorn presidential election. The policy goals of both candidates will have effects on the financial markets. I am joined by Giulio Martini, a Partner and Director od Strategic Asset Allocation at Lord Abbett to discuss these policies and their effects on the markets.

SK Wealth - Episode 20 - Investment Mgmt pre & post-election 2020

In the midst of the COVID-19 pandemic, an update on our portfolio management strategies and our outlook for the road ahead in the financial markets.

SK Wealth Solutions & Knowledge - Episode 19

We continue our discussion on Long-Term Care Insurance (LTC) with Kim Muldoon from Starkweather & Shepley Insurance Brokerage. We covered background on LTC insurance in the previous episode and now we discuss who potentially will need LTC insurance, Costs of insurance and what products are available.

SK Wealth Solutions & Knowledge Podcast #18

Long-Term Care Insurance is an important financial planning tool that everyone should understand. We have divided the topic into two episodes to adequately cover the topic. This episode discusses what Long-Term Care Insurance is and how it works. I'm joined by Kim Muldoon an Assistant Vice President at Starkweather & Shelpey Insurance Brokerage to learn about this important topic.

SK Wealth Solutions & Knowledge Podcast #17

FICO is launching a new credit model in the summer of 2020. A whopping 110 million Americans will likely see their credit scores change. This is a great time to familiarize your self with how credit scores are calculated and used. I’m joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank to discuss this important topic.

SK Wealth Solutions & Knowledge Podcast Episode #15

Medicare Planning is important for everyone. It is a complex area and it's important to understand your options and to learn from other's experiences. To help us get a better understanding of Medicare Planning I am joined by Diana Desjardins, a healthcare professional that helps people with Medicare and health insurance plans and Michael DeCataldo, a partner at Sansiveri Kimball who is currently going through the medicare planning process. 

SK Wealth Solutions & Knowledge Podcast # 14

In this episode, we discuss some important trends in the financial markets that many individuals and investors are not aware of and their impact on the markets. We carried over a lot of uncertainty and noise from 2018 and it can make investors lose sight of important longer-term trends. To help us understand the trends and examine the important topics that will shape market performance in 2019, I'm joined by Blaine Robbins, Managing Director and Portfolio Manager at 361 Capital. He is the lead portfolio manager of the 361 Macro Opportunity Fund and was a portfolio manager of four mutual funds at Janus Capital Group.

SK Wealth Solutions & Knowledge podcast #13

The mid-term elections are creating a lot of buzz and adding to the recent financial markets volatility. Will the mi-term elections in the US sink the stock market? Markets will be closely watching the upcoming mid-term elections as shifts in the balance of power in Washington could have meaningful implications for fiscal policy and foreign relations. To gain insight into the mid-term elections and their impact on the markets, I am joined by John Tousley, Managing Director at Goldman Sachs in the Market Strategy Team of Strategic Advisory Solutions.

SK Wealth's Solutions & Knowledge podcast #12

In this episode we explore the world of obtaining a mortgage. A lot has changed in the mortgage market. Lenders have tightened credit standards, and the strength of the housing market has driven home prices higher. Also, the Federal Reserve has been on a steady schedule of raising short-term interest rates and plan to continue that path until at least the middle of 2019. To gain better insight into the mortgage market and discuss strategies, I am joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank. Sean is a 20-year residential mortgage veteran who has helped people obtain financing to purchase their dream home or refinance an existing one.

SK Wealth's Solutions & Knowledge podcast #11

The new Tax Cuts and Jobs has significantly changed the divorce landscape. These changes impact taxes and potential outcomes for couples. To help us understand the changes and discuss potential strategies, I'm joined by Sarah Oster, an attorney at Oster Law Offices in Lincoln, RI and Cheryl Ethier, Certified Divorce Financial Analyst, Certified Financial Planner and CPA.

SK Wealth Solutions & Knowledge Podcast - Episode 10

If you have ever thought about buying, renting, or selling a vacation home this episode covers it all. Mike Minore, Real Estate broker and co-owner of Coldwell Banker Pat Shultz Real Estate located in Provincetown MA takes us through the process, issues, and strategies.

SK Wealth Solutions & Knowledge Podcast - Episode 9

Volatility is back in a big way in the financial markets. In this episode I will continue the discussion with Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes a certified financial planner and relations hip manager at SK Wealth. We experienced the first 10% correction in 2 years following by a series of aftershocks. This has added uncertainty to the economy and the financial markets. Based on these changes to the landscape, we are going to discuss the road ahead in the financial markets for the remainder of 2018.  

SK Wealth Solutions & Knowledge Podcast - Episode 8

The return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. I am joined by Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes, a certified financial planner and relationship manager at SK Wealth Management. Steve's client base is diverse which provides him with a broad exposure to a variety of client views and concerns.

SK Wealth Solutions & Knowledge Podcast - Episode 7

SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.

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SK Wealth's Solutions & Knowledge podcast

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