Dusting Off Your New Year’s Money Resolutions

East Coast Asset Management’s John Slupski was quoted in this excellent story about how to stay on track to meet your goals.


U.S. News & World Report
By Geoff Williams

It’s not too late to improve your financial picture in 2015.

“2015 is my year to… SAVE MONEY”
You probably said this at the beginning of the year. Have you been sticking to it?

Remember all those financial goals you set for yourself right around New Year’s Day? How’s that going?

This would be the year, you said, that you would get serious about saving for retirement and fattening up your emergency fund. You vowed to write a will, buy more life insurance or save for a house.

If you didn’t stick to your resolutions, you’re not alone. Continue reading

CNBC Ranking – East Coast Ranked in the Top 100 Fee-Only Wealth Management Firms for Second Year in a Row

We are pleased to report that for the second straight year, East Coast Asset Management was selected by CNBC as one of the Top 100 Fee-Only Wealth Management firms in the country, and one of only four in New England.

The list can be found on CNBC’s web site at the following link:
http://www.cnbc.com/id/102605785.

The ranking methodology scored firms using a proprietary formula that included criteria such as assets under management, professional designations (CFA and CFP), working with third-party professionals such as attorneys and CPAs, average account size, growth of assets, and years in business.

We appreciate the objective criteria used by CNBC and their focus on fee-only firms. We often look at these professional lists with a skeptical eye as many solicit a fee and are little more than advertisement, comingling fee-only wealth management firms, like East Coast, with commissioned brokers. We also appreciate that the rankings highlight firms working with third-party professionals, as the quality and depth of our working partnerships have been integral to helping our clients achieve their wealth management objectives.

ECAM Qtr Yr Illustrations

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CNBC Ranking – East Coast Ranked in the Top 100 Wealth Management Firms

We are pleased to report that East Coast Asset Management was recently selected by CNBC as one of the Top 100 Fee-Only Wealth Management firms in the country, and we are honored that East Coast was the highest ranked firm in New England.

The list can be found on CNBC’s web site at the following link:
http://www.cnbc.com/id/101619698.

The ranking methodology scored firms using a proprietary formula that included criteria such as assets under management, professional designations (CFA and CFP), working with third-party professionals such as attorneys and CPAs, average account size, growth of assets, and years in business.

We appreciate the objective criteria used by CNBC and their focus on fee-only firms. We often look at these professional lists with a skeptical eye as many solicit a fee and are little more than advertisement, comingling fee-only wealth management firms, like East Coast, with commissioned brokers. We also appreciate that the rankings highlight firms working with third-party professionals, as the quality and depth of our working partnerships have been integral to helping our clients achieve their wealth management objectives.

Quarterly Images 2013