News and Events

MAY 2025 MARKET INSIGHTS

Posted on May 19, 2025 in: General News

MAY 2025 MARKET INSIGHTS
MAY 2025 MARKET INSIGHTS By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER President Trump’s April 2nd “Liberation Day” tariff announcements certainly liberated financial market volatility. The Bloomberg 500 Index returned -0.45% in April, but that modest decline bel...

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Faith, Family, Finance - St Mary's 6/26/25 7 PM
Join us on Thursday, June 26th at 7:00 pm at St. Mary's located at 30 Bartlett St. Westfield, MA 01085.   Register - https://form.jotform.com/251134278114147

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A Fraternity of Arms

Posted on May 01, 2025 in: General News

A Fraternity of Arms
On Sept. 1, 1919, Marshal Ferdinand Foch, supreme commander of the Allied Forces, extended his hand in farewell to Gen. John J. Pershing as they stood aboard the USS Leviathan — a former German passenger liner turned U.S. battleship — in the harbor of Brest, France. Collabor...

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MARKET INSIGHTS APRIL 2025

Posted on April 09, 2025 in: General News

MARKET INSIGHTS APRIL 2025
APRIL 2025 MARKET INSIGHTS By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER The first quarter of 2025 is in the books. A combination of business travel and waiting on Trump tariff talk to sit down and pen this month’s essay. The Bloomberg 1000 returned -5.87% for t...

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MARKET INSIGHTS MARCH 2025

Posted on March 09, 2025 in: General News

MARKET INSIGHTS MARCH 2025
MARCH 2025 MARKET INSIGHTS By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER After emerging from 2024, all eyes were on President Trump and the changes he would seek to make in his second, though disjointed, term. It is not an understatement to say that he hit the ground ...

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Blessed Sacrament - Walpole - FAITH, FAMILY, FINANCE - 5/4/25 @ 12PM
Please join us for our FAITH, FAMILY, FINANCE event. This is hosted by the Knights of Columbus with Financial Advisor Jeffrey Denehy guest speaking. Refreshments and lunch will be provided by the Knights of Columbus during the speaker series immediately following the 11AM Mass on Sunday May 4th...

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MARKET INSIGHTS FEBRUARY 2025

Posted on February 21, 2025 in: General News

MARKET INSIGHTS FEBRUARY 2025
FEBRUARY 2025 MARKET INSIGHTS By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER January was an interesting month in the markets and in our nation. We witnessed the peaceful hand off of power from the Biden administration to the Trump administration and then the gloves cam...

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MARKET INSIGHTS JANUARY 2025

Posted on January 01, 2025 in: General News

MARKET INSIGHTS JANUARY 2025
MARKET INSIGHTS JANUARY 2025 By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER We can put another year in the books! With 2024 coming to a close, there will be any number of market recaps for us all to review and consider what this means for 2025…and beyond. We sti...

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November Agent of the Month - John Seguin
  Congratulations on John Seguin for earning the November agent of the month!

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