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Total: 11 results found.

Women in Transition

Created on Monday, 12 December 2011. Posted in Main Content/clients

... will be carried out according to their wishes. Finally, we reviewed all their insurance to make sure all their policies were up to date and provided adequate coverage. Adding an umbrella life insurance ...

Smart Yearend Tax Moves

Created on Friday, 15 July 2011. Posted in Main Content/Downing Street Blog

... approach can translate into a significantly lighter tax bill. The end of the year is a key time to take the initiative in trimming your tax liabilities. After Dec. 31, the moves you can make to alleviate ...

Staying the Course in Difficult Times

Created on Thursday, 14 July 2011. Posted in Main Content/Downing Street Blog

The stock market has done much, much better over the past two decades than many of those who invest in it. And hearing the reason why may make you a better investor. According to Boston-based research ...

When to Take Social Security?

Created on Wednesday, 13 July 2011. Posted in Main Content/Downing Street Blog

The age at which Americans can tap their full Social Security benefit is rising—and when it will stop rising is anybody's guess. That's why it's more important than ever to make smart decisions about ...

Recommend

Created on Friday, 03 June 2011. Posted in Main Content/process

... you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your concerns and revise the ...

Will you need my approval when investments are bought and sold?

Created on Friday, 03 June 2011. Posted in Main Content/faq

No. For clients in long-term advisory relationships, we have the ability to make portfolio transactions without the client's formal approval of each one. We can buy or sell investments but do not have ...

How does your tax planning help me meet my financial goals?

Created on Friday, 03 June 2011. Posted in Main Content/faq

Careful planning can help reduce the amount of taxes you pay, both over the short term and the long term. What seems like modest savings in the short term can make a big difference over time in achieving ...

News & Weblinks

Created on Friday, 03 June 2011. Posted in Main Content/resources

... provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect ...

Market Summary

Created on Friday, 03 June 2011. Posted in Main Content/resources

...  PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to ...

Asset Management

Created on Thursday, 02 June 2011. Posted in Main Content/services

... the market. Many individual investors make investment decisions based on impulse and emotion—often with unfortunate results. At Downing Street, we help provide the discipline that enables you to stay ...

Turning Goals Into Realities

Created on Monday, 29 November 2010. Posted in Main Content/main

... Difference Lots of firms will manage your investments. But we believe reaching your goals requires a truly comprehensive approach. You’ll find that every recommendation we make is based on your detailed, ...

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A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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