
Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His financial career began immediately after he graduated from The College of Holy Cross in Worcester, MA, where he earned a bachelor’s degree in economics. In addition to applicable securities registrations and insurance licenses, Michael has earned the CFP® certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Before moving to New England, Mike spent his childhood on the North Fork of Eastern Long Island, where he developed his passion for golf, tennis and all things outdoors. He currently lives in Windham, NH with his wife and their three children.
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February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...