By John Corron, Wealth Advisor – Sound financial planning involves constantly checking with clients on changes to their financial circumstances. Are there new major expenses on the horizon? Is income significantly higher than last year? Have any unexpected health issues popped up in your family that stretched the budget? These are important influences on financial plans. The recent market environment and world events with COVID-19 have brought another important question back to the fore: Is it time to revisit your risk tolerance? One Size Does Not Fit All It is common practice to gradually reduce risk in investments over time …Read more
Effective Game Plan
Advice In Common Language
You Deserve To Understand What’s Happening With Your Money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Abaris Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
What are you going to do with my money?
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
Can you handle the complexity of my situation?
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
How can you make my life easier?
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Abaris Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover The Right Investment Strategy For You.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Let’s Build The Future You’ve Earned. Together.
Our mission is to change lives by bringing personal fulfillment and a lasting legacy to our clients through comprehensive, fee-only financial planning, life planning, coaching and investment management services. Abaris Financial Group is a wealth management firm based in Concord, Massachusetts, serving affluent individuals and families.
Contact us today and let Abaris help you on your True Wealth journey.
Are You Ready To Join Us On This Journey?
Schedule a complimentary financial life plan discovery session with us to learn more about the benefits of financial life planning.
Our Financial Planning Services Are Built On Trust, Transparency and Accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.
Financial Life Planning & Coaching
Your life and financial goals are forever intertwined. Your portfolio shouldn’t represent market whims, or even what your advisor prescribes, but who you are.
Traditional Wealth Planning
Traditional wealth planning is the foundation of all that we do. We follow a 4-step process to create a customized roadmap to achieving your goals.
Change can be challenging even in the best of circumstances and having an experienced trusted advisor to help you navigate uncharted territory can reduce your stress and make for a smoother experience.
Estate, Tax &
Creating a legacy gives meaning to life. What is important to you? How do you want to be remembered?
The Abaris team sees investments and portfolio management as an important tool to help you achieve your dreams.
One of the most important decisions in estate planning is who to name as trustee.
Download One Of Our Free Guides.
Abaris Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
VideoRoth Planning Opportunities in 2020
Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full articleRead More
BlogEmotional Markets and Volatility Explained
By John Corron, Wealth Advisor – What a run of market volatility we have experienced since COVID-19 captured the world by storm! After such a long run of stable and positive market returns following the Great Financial Crisis of 2008 to 2009, the magnitude of day-over-day up and down market moves have been stunning for many. A popular question that I am asked is, “What is different this time?” While there are many fluid moving parts to the current market environment, I try to explain it in the simplest terms I can think of: emotion, market structure and illiquidity. What...read the full articleRead More
Market CommentaryMarket Commentary: Coronavirus Takes Toll on Retail, ...
The global economy continues to slow rapidly, based on key data released last week. In the U.S., retail sales dropped 16.4% from March to April. Individuals cut back on purchases due to risks from the coronavirus, lockdowns, and declining income from job losses. The drop increases to 21.6% when compared to one year ago. Industrial production showed similar weakness, falling 13.7%.Read More
Monthly NewsletterHow to Use a 529 Plan to Help 2020 ...
Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.Read More
Weekly Market Commentary
- Market Commentary: Only Half of U.S. Population is Classified as Employed
The U.S. jobs report confirmed what was already known: millions of Americans are losing their jobs. The monthly payrolls report estimated a decline of 20.5 million jobs last month. The unemployment rate rose to 14.7%, which is estimated to be the highest since the Great Depression. A broad measure of employment estimates 51.3% of Americans have a job.Read more