We hope that everyone had a great summer and has adjusted back into their regular routines this fall. The ideas of adjustment and change were central themes in markets over the past three months as the Federal Reserve decided to cut...
关于我们
MSA Financial is an independent SEC-registered investment advisory firm providing comprehensive financial planning and asset management for individuals, families and business owners for clients in New England and around the country. We strive to assist our clients in all aspects of their financial lives, ultimately allowing them to make informed decisions and to pursue their goals with confidence. Paul Marino and Rick Stram originally co-founded MSA Financial (formerly Marino, Stram & Associates) as a way to provide independent and holistic advice designed to be in the best interest of our clients. Now 20 years later, the firm has offices in Braintree, Framingham and Sandwich, currently employ 18 talented professionals and manage more than $500 million in assets. We appreciate your interest in MSA and welcome you to follow us on LinkedIn. Investment Advisor Representatives offer financial advice through Marino, Stram & Associates, LLC. Registered Representatives offer securities through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Marino, Stram & Associates, LLC and the Securities America companies are unaffiliated. Representatives of Securities America do not provide legal advice. Please consult a professional who is familiar with the laws of your state.
- 网站
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https://www.msaplan.com
MSA Financial (Marino, Stram & Associates, LLC)的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Braintree，MA
- 类型
- 私人持股
- 创立
- 1997
- 领域
- Private Wealth Management、Comprehensive Financial Planning、Retirement Planning、Investment Management、Education Planning和Insurance Planning
地点
MSA Financial (Marino, Stram & Associates, LLC)员工
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Michael Cammarata, CFP?
Financial Advisor, Partner at MSA Financial
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Sarah Giudici
Financial Services Coordinator to Managing Director/Financial Advisor at MSA Financial (Marino, Stram & Associates, LLC)
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Jolie LaValle
Senior Registered Client Service Associate at Marino, Stram & Associates, LLC (MSA Financial)
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Lindsey Gray
Financial Services Coordinator at MSA Financial
动态
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Planning for a child’s education can feel daunting and varies for each family. However, with careful preparation, you can create a strategy that aligns with your financial goals. Join us for our upcoming webinar on college planning,...
Educational Event - Advanced College Savings Concepts
msaplan.com
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September marks the start of College Savings Month! This is the perfect time to focus on preparing for future education expenses. With many of our days filled with work, family, and more, college costs may not always be at the top of...
Celebrate College Savings Month
msaplan.com
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The years between turning 50 and retirement can be some of the very best. Hopefully you’ve earned enough to start living comfortably, you’re accomplished in your job and life, and you know which risks are worth taking. Consider these...
Over Age 50? Catch Up on Retirement!
msaplan.com
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Interest rates. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting to the news once...
Stock Market Volatility
msaplan.com
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Investors know that the stock market moves in cycles, but the cycle has seen no daily drops of more than 2 percent for over a year. As the accompanying chart shows, the 2023-2024 stretch of low volatility ranks 9th since 1966. Is that...
Don’t Be Fooled by Low Volatility
msaplan.com
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The market provided some fireworks of its own during the first half of the year mostly courtesy of Nvidia (NVDA) which surged almost 150% over the first six months of the year and that is on top of the 239% return for the stock in 2023...
Second Quarter 2024 Market Commentary
msaplan.com
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We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking your...
Is Your Internet Footprint Compromising Your Identity? Yes!
msaplan.com
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With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
It’s Time for a Mid-Year Check-In.
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MSA Financial (Marino, Stram & Associates, LLC)转发了
Curious about how the upcoming presidential election might impact the stock market? Join us for our next webinar on the Election Cycle featuring guest speaker Mark Peterson, Director on the Market & Portfolio Insights Team at...
Educational Event - The 2024 Presidential Election & The Stock Market
msaplan.com