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

Blog Posts

Introduction to Designing and Managing an Investment Portfolio

Once you've identified your financial and investment goals and assessed your investing personality, you'll need to create an investment portfolio that fits your needs and understand what's involved in managing that portfolio on an ongoing basis. Entire books--actually, shelves full of books--have been written about ways to design and manage a portfolio, so this discussion obviously can only serve as a basic introduction to the process. However, it can help you understand the challenges involved and decide just how much assistance you might need, as well as how involved you want to be in managing your portfolio on an ongoing basis. Read More

Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed? Read More

Understanding Probate

When you die, you leave behind your estate. Your estate consists of your assets — all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and settle your affairs. This person will take your estate through probate, a court-supervised process that winds up your financial affairs after your death. 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