Welcome to Insights, a space where we share clear, thoughtful perspectives on the financial topics that shape your life. From tax updates and planning strategies to retirement, investing, and everyday money decisions, our goal is to help you stay informed and confident as you navigate your financial path. Each article is designed to be practical, easy to understand, and relevant to the moments that matter most. If you ever want to talk through how these ideas apply to your own situation, we are always here to help.
Insights
What Is the Merrimack River Costing Us Not to Fix It?
Case Study: How We Saved a Couple $16K a Year by Building a Tax Strategy Around Their Portfolio
5 Things Your Tax Return is Telling You About Your Financial Picture
Newburyport’s Stu Steinberg Earns Five Star Wealth Manager Award
Planning With Intention: Why Your Values Belong at the Center of Your Financial Plan
Last-Minute Tax Strategies Before April 15
Monthly Updates
August 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSetGlobal markets delivered mixed results in July as investors broadened their focus beyond some of the year's strongest-performing AI-related stocks toward more cyclical and value-oriented areas of the market. While the Federal Reserve held interest rates steady as expected,
July 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet The first half of 2026 tested investors with
June 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Global markets delivered positive returns in May as
May 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSetGlobal markets delivered strong returns in April, led by
April 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSetThe first quarter marked a sharp shift from a
March 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSetGlobal markets were mixed in February, with U.S. large
February 2026 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSetGlobal equities are off to a strong start in
About the Author
Stu Steinberg, CFP®, CPA, MBA
Chief Wealth Strategist
Meet Stu
Financial planning is a personal process, and we believe it works best when you feel comfortable with the people guiding you. That’s why we take the time to get to know you and make sure you know us. Our team brings together decades of experience in financial planning, tax strategy, and investment management, along with a shared commitment to listening first and building lasting relationships.
We don’t believe in one-size-fits-all advice. Every client has their own story, and our role is to create strategies that reflect your unique circumstances. Whether you’re preparing for retirement, running a business, or planning for future generations, we provide guidance in a collaborative, judgment-free setting.
Stu Steinberg, Chief Wealth Strategist, has been helping clients since 1998. His recognition as a Five Star Wealth Manager (2025)* reflects the care and attention he brings to every client relationship. With the support of our team and the resources of a national firm, we’re here to help you organize your finances, plan for the future, and move forward with clarity and confidence.
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.
