News & Insights2021-02-23T21:16:33+00:00

News & Insights

Recent Insights

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

Balancing a Retirement Portfolio with Asset Allocation

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return. Each type of investment, or asset class, has strengths and weaknesses that let it play a specific role in your overall investing strategy. Read More

Recent News

Analysis: The Other Winners Of The Reddit-Fueled Rallies – Convertible Bonds

Reuters
“This is why you buy convertibles,” said Geoff Dancey, portfolio manager at Cutler Capital Management, who bought into the Ligand convertible bond just before the Reddit rally. Read More

Stock Market Volatility Complicates Investment Advice

Worcester Business Journal
Financial experts have been in close contact with worried clients for months, answering questions and calming nerves about what’s happening with their investments. “We’re preaching caution,” said Geoff Dancey, managing partner and portfolio manager at Cutler. He’s been reminding clients to keep a longer-term view when they can. Read More

Cutler Capital Names Hogan Managing Director Of Wealth-Advisory Team

Worcester Business Journal
Michael E. Hogan of Providence has been named the managing director of Cutler Capital Management’s wealth advisory team in Worcester. Read More

Whitepapers

How Convertibles Can Help Drive Your Portfolio

Most people want their money to generate some blend of (1) capital preservation, (2) current income, and (3) appreciation potential. When you think about it, very few individual investments offer all three. Stocks can give you appreciation and dividend income. Some are safer than others. But no stock can structurally offer capital preservation. Convertibles are one of the few exceptions… Learn More