New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultative team approach is designed to assist high net worth families and institutions in making financial decisions consistent with their goals and values. We provide a full range of services for the development, implementation, management and ongoing oversight of a comprehensive wealth strategy. We think strategically across all asset classes, utilizing both traditional and alternative investments in designing highly customized portfolios. NEPWA has been recognized in several industry publications and has been featured on a nationally televised program.
New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultative team approach is designed to assist high net worth families and institutions in making financial decisions consistent with their goals and values. We provide a full range of services for the development, implementation, management and ongoing oversight of a comprehensive wealth strategy. We think strategically across all asset classes, utilizing both traditional and alternative investments in designing highly customized portfolios. NEPWA has been recognized in several industry publications and has been featured on a nationally televised program.
What is your number?
As retirement approaches, individuals attempt to understand how much money they will need to satisfy their living expenses. Many believe they must reach a certain threshold of savings before they feel comfortable entering retirement. The conventional wisdom is to look at the “Multiply by 25” rule, or the “4 Percent Rule”: Multiply by 25 Rule: Estimate the necessary savings amount by looking at […]
What are my options when satisfying my required minimum distribution?
One of the primary benefits of retirement accounts (IRAs, employer-sponsored plans, etc.) is that growth and earnings in the account are tax deferred; the funds are not taxed until they’re withdrawn. However, the federal government only allows individuals to delay withdrawing funds for so long and eventually requires distributions in the form of “required minimum […]
How are equal-weighted index funds different than market capitalization-weighted index funds?
Market capitalization (or market cap-weighted) funds weight each holding according to its respective market-capitalization size. Market capitalization is the total dollar value or financial size of a company. The stocks with higher market capitalizations will have the greatest weights, which leads to these holdings having more influence on overall performance. Although market cap-weighted index funds […]
What is equity compensation?
Company stock (equity) programs are additional ways for employees to be compensated. Numerous types of equity award programs exist; however, the most common are typically employee stock options and restricted stock. EMPLOYEE STOCK OPTIONS Employee stock options (ESO) are a form of compensation granted by companies to certain employees and executives. ESOs allow employees the […]
Growth versus value: what are the trends?
When investors compare equity investment funds, they are categorized as having a “growth-style” or “value style.” Although these funds may invest in similar companies, their approach toward identifying securities is different. Growth-fund managers tend to focus on companies they believe will have faster-than-average growth in revenue, earnings and cash flow. Fund managers will look at […]
