Tracy Cahill, Regional Vice President

05/15/2023

Attention business graduates and professionals! We're looking to add financial advisors to our team. If you're a sharp individual with an excellent business background or a frustrated professional keen on a new career path, we want to hear from you.

Successful financial advisors need to possess great communication skills, be able to manage client expectations, and be up-to-date with market trends. They also need to be passionate about helping others achieve their financial goals.

Join us in a fulfilling and promising career as a financial advisor. Drop us a message and let's talk about your future.

11/07/2022

We’re excited to announce Equitable President Nick Lane was honored with the 2022 Marine Corps University Foundation (MCU Foundation) and Alumni Association Major General John H. Russell Leadership Award. Nick, who proudly served as captain in the Marine Corps before joining the private sector, was selected for his profound commitment to personal and professional excellence. We congratulate him on this exceptional honor! https://eqtble.co/3gzilVx

06/20/2022

Equitable Advisors is looking for entrepreneurial individuals who want a rewarding career in financial services. If you are passionate about helping others, making an impact and hard-working, send me a message today to learn more. https://eqtble.co/39iZx4i

06/06/2022

In this Wall Street Journal article, Nick Lane discusses the importance of designing a financial plan that can withstand different scenarios and safeguard what you’ve accumulated, particularly in times of economic and geopolitical uncertainty. Let’s discuss the options.
https://eqtble.co/3td9X1Y

04/21/2022

Target Date Funds were created by our industry to make things easy. They only factor in your age, not your life circumstances. Planning is not "One Size Fits All" .

Depending on your full financial picture, a target-date fund may stop making sense as you get closer to retirement, some experts say.

01/24/2022

Looking to interview college seniors for careers in Finance. We are looking for talent in Rhode Island and Massachusetts. If there is someone you know who may benefit from seeing this post, please pass this message along!

07/16/2021

When values and goals are clear, decisions are easy.

06/16/2021

Let’s setup a brief 10 minute call to discuss if we are a good, mutual fit

04/29/2021

A must read : "The Slight Edge" by Jeff Olson

"The single most important thing I can tell you about the slight edge is this : it's already working, right now, either for you or against you."

04/14/2021

Have you ever heard the term "backdoor roth''? An often underutilized strategy, but a great Ace up your sleeve.

Here's a backdoor Roth IRA guide, including how they work, how to set one up, 3 situations where it might be a bad idea and how to follow the pro rata rule.

03/22/2021

Have you explored the this asset class as part of your long term financial plan?

"Failure to prepare, is preparing to fail"
John Wooden

Insurance products need not be "one size fits all."

02/01/2021

Own your morning, elevate your life