News & Insights – Beta2019-12-18T19:35:26+00:00

Blog Posts

Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision. Read More

Creating an Investment Portfolio

You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What resources are out there to help you with investment decisions? Do you need a financial professional to help you get started? Read More

Retirement: Proceed With Caution Before Relying on General Rules

When investing for retirement, you're likely to hear a lot of well-meaning guidance from family, friends, and others offering advice — even the media. As you weigh the potential benefits of any commonly cited investment rules, consider that most are designed for the average situation, which means they may be wrong as often as they're right. Although such guidance is usually based on sound principles and may indeed be a good starting point, be sure to think carefully about your own personal situation before taking any tips at face value. Read More

Whitepapers

How Convertibles Can Help Drive Your Portfolio

Convertibles become most valuable when the underlying stock rises substantially, making them worth more as stock than as bonds. The most important thing, though, is that even when the stock doesn’t perform to expectations, patient convertible holders can benefit from either holding the bond to maturity or holding long enough to get a significant turnaround in the underlying shares. This favorable risk/ reward profile has led to outstanding returns from convertibles relative to their stock and bond cousins. Learn More

In The News

Cutler Capital Names Hogan Managing Director Of Wealth-Advisory Team

Cutler Capital Management, LLC, an investment management firm serving high-net-worth individuals and institutional investors, announced today that Michael E. Hogan of Providence, RI, has been named managing director of its wealth-advisory team. Read More

Bill Feingold Named Senior Convertible Analyst Cutler Capital

Worcester Telegram
At Cutler Capital, Mr. Feingold will provide research and analysis of the US convertible market, helping the firm’s investment portfolio managers balance income, growth and risk for their clients. Read More

Bryan Legault Named Client Service Associate At Cutler Capital

Worcester Telegram
Bryan R. Legault has been named client service associate at Cutler Capital Management, LLC, an investment management firm. Mr. Legault previously served as an investment specialist at Bank of America/Merrill, where he performed client service for self-directed investment accounts. Read More