Jul 13, 2020
Are your estate planning documents in order? Keats shares the challenges with a Medicaid Planning Trust (MPT) and whether you can access your assets once one is in place. It is important to discuss the impact of the CARES Act and the SECURE Act on your financial and estate planning with a professional.
Jul 8, 2020
Mike Gannon of Gannon's Tavern in Hyannis talks about the challenges that restaurants have faced with social distancing requirements and how they have innovated for their re-opening. Kristen Mitchell-Hughes of the Cape Cod Chamber of Commerce tells about things to do on the Cape this summer. Chris, Cathi, and...
Jul 6, 2020
Brian reviews the economy and market performance for the first half of the year. It has been a tale of two markets - the NASDAQ has done well, while the S&P 500 has had challenges. He also discusses the outlook for the remainder of 2020, noting that the markets can remain elevated even if economy doesn’t snap back...
Jul 1, 2020
Chris and Brian talk about the pros & cons of investment property real estate. Annie Hart Cool of Sotheby’s International tells how active the real estate market on Cape Cod is and what’s behind it.
Jun 29, 2020
Steve Buller, CFA®, manages Fidelity’s Real Estate Investment Portfolio and a couple of their real estate funds. Steve talks about how they manage real estate funds and investing in REITs (Real Estate Investment Trusts).