Jim Marlor - New England Financial Group

Jim Marlor - New England Financial Group Financial Advisor / Partner at New England Financial an Office of Baystate Financial

Dream. Believe. Achieve.

Disclosures and licensing: https://www.nefgrp.com/License.cfm

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the ti...
06/03/2026

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the time. Click here
and contact me to learn more: https://bit.ly/4fpeVkG

Great business getaway in Woodstock Vermont. Love this team 💪
06/03/2026

Great business getaway in Woodstock Vermont. Love this team 💪

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

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West Hartford, CT
06107

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