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

News & Insights

Recent Insights

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

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water's cold. A decision about putting money into an investment can be somewhat similar. Is it best to invest your money all at once, putting a lump sum into something you believe will do well? Or should you invest smaller amounts regularly over time to try to minimize the risk that you might invest at precisely the wrong moment? 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