Jim Rose, Certified Financial Planner, Baystate Financial Services

Jim Rose, Certified Financial Planner, Baystate Financial Services I work with families and businesses to achieve financial independence through saving, investment and

09/07/2026

Learn why power reliability is becoming a real competitive advantage for businesses.

09/04/2026

September has a long-standing reputation as the stock market’s weakest month—and even if the “September Effect” has faded over time, investors still watch for it.

09/03/2026

In a cutthroat white-collar talent market, lawyers and bankers are listing quirky side pursuits like ‘building birdhouses’ and ‘hot dog eating.’

08/31/2026

The national debt isn’t just a challenge for future generations—it’s likely affecting your finances right now, according to several analyses.

08/28/2026

Between fishing outings and poker games, veteran finance pros shared their fears about the artificial intelligence trade.

08/27/2026

The Treasury Department signals its willingness to intervene after yields hit nearly two-decade highs,

08/24/2026

Behind the protests over Flock cameras and data centers are fears about the dawn of a new tech era.

08/21/2026

AI investment is driving U.S. growth but creating financial fragility. Here is what investors should watch as valuations and infrastructure spending climb.

08/20/2026

Building a sustainable business isn't the same as a conventional startup.

08/17/2026

A rise in home equity to record levels has led many Americans to refinance their mortgages to pay their bills.

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301 Edgewater Place, Suite 200
Wakefield, MA
01772

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Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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