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James D. Maxon Financial Advisors, LLC

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United States
Woburn, MA
James D. Maxon Financial Advisors, LLC

Independent and Fee-Only Registered Investment Advisor providing a complete range of consulting and

An Independent and Fee-Only Registered Investment Advisor (RIA) providing a complete range of consulting and advisory services to help with the complexities of wealth management. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our se

rvices include:
- Investment Management and Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning

We provide objective and independent financial and investment services, tailored to meet each individual clients specific needs. We will help you to build your wealth, protect it, and pass it on to future generations. No matter what your financial concern or complexity, we can provide the advice and management to assist in achieving your financial goals.

12/22/2016

https://thetechnicalinvestor.wordpress.com/2016/12/19/animal-spirits-shouldnt-have-a-place-in-your-investments/

For those who are contemplating making portfolio changes as a result of this recent rally, ask yourself if you panicked on election night (when the Dow was down 800 points)? Or earlier this year wh…

09/01/2016

https://thetechnicalinvestor.wordpress.com/2016/09/01/why-you-should-stay-the-course-with-your-investment-strategy/

The key to successful investing is understanding that there isn’t a perfect solution, there isn’t an investment strategy that doesn’t have drawbacks, and no strategy will be immun…

06/26/2016

https://thetechnicalinvestor.wordpress.com/2016/06/25/aftermath-to-brexit/

It came as a shock to most but the United Kingdom has voted to leave the European Union. Everyone wants to know what happens from here but the harsh truth is no one knows for sure. No country has e…

05/16/2016

Don't give up on Apple just yet!

There is a lot of pessimism surrounding Apple’s future as the stock hit a new 52 week low yesterday. However I caution investors on making an emotional reaction to this short term momentum. Y…

08/26/2015

Not every correction ends in calamity... https://thetechnicalinvestor.wordpress.com/2015/08/25/not-every-correction-ends-in-calamity/

After witnessing the stock market crashes of 2000 and 2008, it's understandable that investors have become fixated on "the next big one". It is rationale to understand the investment risks beforeha...

08/24/2015

This is not 2008! But it could be 2011...
https://thetechnicalinvestor.wordpress.com/2015/08/23/this-is-not-2008-but-it-could-be-2011/

The stock market is back in focus after last week's big decline. It's caused quite a stir and has rattled investor's confidence. Before I go on to analyze the details and suggest possible outcomes,...

07/10/2015

Technical Analysis for Apple stock (AAPL). https://thetechnicalinvestor.wordpress.com/2015/07/10/apple-aapl-at-support/

Apple has received an added amount of attention recently, due to the fact that the stock price had been down for five consecutive days, something that hasn't happened in quite a long time. This may...

06/10/2015

Having a clearly defined investment plan for your goals is critical to long term success. https://thetechnicalinvestor.wordpress.com/2015/06/09/tough-market/

Investors have had to learn patience this year. After two very good years of returns in 2013 and 2014, 2015 so far has been lackluster to say the least. The Dow Jones Industrial Average has turned ...

06/04/2015

Keeping the recent weakness of the Dow Jones Transportation average in perspective. https://thetechnicalinvestor.wordpress.com/2015/05/26/what-happened-to-stocks-when-the-fed-funds-rate-increased/

When it comes to the Fed funds rate hike it's not a matter of if, but when. While the "when" part is anyone's guess (the consensus now seems to be September but who knows) the fact that a rate hike...

Address

8 Cedar Street, Ste 44
Woburn, MA
01801

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17819321122

Website

http://jdmaxoncpa.com/

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