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

Blog Posts

The ABCs of Mutual Fund Share Classes

When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. This multi-class structure offers you the opportunity to select a share class that is best suited to your investment goals. The only differences among these share classes typically revolve around how much you will be charged for buying the fund, when you will pay any sales charges that apply, and the amount you will pay in annual fees and expenses. Read More

Back to Basics: Diversification and Asset Allocation

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. Diversification helps limit exposure to loss in any one investment or one type of investment, while asset allocation provides a blueprint to help guide your investment decisions. Read More

GameStop, Reddit, and Market Mania: What You Need to Know

Over the course of 11 trading days from January 13 to January 28, 2021, the stock of GameStop, a struggling brick-and-mortar video game retailer, skyrocketed by more than 2,200% — creating a mix of excitement and concern throughout the financial world, as well as among many people who pay little attention to the stock market. 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