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https://www.youtube.com/watch?v=rMsN-IXH2YY Chuck met with JP Morgan's Managing Director, Phil for a quick chat over Zoom! Together they discussed what kept them up at night through the year 2020. Phil briefly touches upon what happened when the COVID-19 hit, especially in…
https://www.youtube.com/watch?v=25bGg_Qh5o8&t=7s Chuck and Victory Capital's Head of Investments, Wasif Latif sat down over Zoom to chat! Wasif discussed with Chuck his role as the Head of Investments, and what they saw in the spring of 2020 as we began to…
For the past three years, Pioneer Valley Financial Group has been awarding the “Plan With A Purpose” tri-town $1000 scholarship to three graduating seniors from Ludlow, Belchertown, and Wilbraham. Each scholarship looks to honor a local graduating High School Senior…
The novel coronavirus has sparked a public health emergency that has required front line workers like doctors and nurses, first responders and pharmacists to work tirelessly to keep the public safe. With this in mind, Ludlow-based Pioneer Valley Financial Group…
I had the opportunity to be at a conference earlier this month where the author of this article, Brad McMillan, was a keynote speaker. Through the years, I have come to respect Brad on his unbiased research on the economy…
Remain calm and carry on. These words from Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, reflect his views on the Coronavirus outbreak. As Brad mentions in his article, the World Health Organization confirmed 79,331 cases of this virus…
Pioneer Valley Financial Group has been announced as one of 20 financial-advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms for their exemplary efforts to give back to…
Stay Ready! Plans are wonderful things. They give you a road map from where you currently are, to where you’d like to be. Whether you’re planning for a vacation or your retirement, having a well thought out plan is a great…
General Market News The 10-year Treasury yield finished last week unchanged at 1.78 percent and opened at 1.83 percent on Monday. The 30-year also opened the week higher, at 2.27 percent. The Treasury yield curve ended November inverted, with the…
General Market News The rates market saw some volatility after the long weekend. The 10-year Treasury opened at 1.53 percent early Tuesday morning but quickly dropped to 1.46 percent. The 2-year Treasury opened at 1.49 percent, and the 30-year Treasury…