Progressive Wealth Management Since 1990
Phone 617-522-2635 | Email info@northstarasset.com
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  • May 12
  • Posted By: Amber Moore
  • Posted In: views
  • Date: May 12, 2023
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    • 1936

Our CEO’s Q1 2023 Letter to Clients

There was a moment in our recent history that felt like real progress was happening—for women, people of color, LGBTQIA+ people, and many others. Perhaps the backlash we’re currently experiencing shouldn’t be surprising. Nevertheless, it can feel highly disappointing and frightening....
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  • February 21
  • Posted By: Amber Moore
  • Posted In: views
  • Date: February 21, 2023
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    • 1914

2022 is Over! Our CEO’s Q4 2022 Letter to Clients

2022 is Over! Not long ago, a man who lost his election for office in New Mexico hired four gunmen to threaten and intimidate the Democrats who had won various statewide elections. As we prepared this letter, there were mass killings in California and elsewhere, revelations of murder by police in Me...
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  • August 24
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: August 24, 2022
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    • 1289

Our CEO’s Q2 2022 Letter to Clients

There is a large, framed photograph in our office that NorthStar acquired shortly after we won equal marriage rights in Massachusetts. The photograph is of a sign that was held high during the June gay pride parade in 2004 that says, “Brown, Roe, Goodridge.” As I sat in the office with a beloved...
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  • May 09
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: May 9, 2022
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    • 1871

Our CEO’s Q1 2022 Letter to Clients

Many years ago, during a rainstorm, I ran outside to pick some tomatoes from my garden and, while doing so, was suctioned into the wet, mucky soil. Worried about my meal prep (and my boots!), I pulled my feet out of my boots, jumped aside onto solid ground, and then leaned over and carefully pulled ...
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  • February 04
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: February 4, 2022
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    • 1922

The New Normal — Our CEO’s Q4 2021 Letter to Clients

We certainly have started 2022 with a bang. Market volatility in both equities and fixed income appears to be the path we are on, while staff shortages are more numerous and more impactful than they have been since the beginning of the pandemic....
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  • October 31
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: October 31, 2021
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    • 1740

Looking Ahead — Our CEO’s 3Q 2021 Letter to Clients

Looking Ahead Eighteen months into this pandemic and we have all had enough. Stock market volatility at the end of September was the icing on the cake for those of us on the Investment Committee. Soaring oil prices, the unresolved debt ceiling, fear of inflation, the reconciliation bill, the Build B...
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  • July 22
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: July 22, 2021
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    • 2650

Corporate Leaders, We Know You Can Do Better

In the wake of George Floyd’s death, corporate leaders from 66% of the S&P 500 companies made public statements, many of which condemned racism or affirmed the need for a focus on diversity, equity, and inclusion. But these same corporate leaders run companies where Black people’s existence is r...
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  • May 07
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: May 7, 2021
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    • 2724

Are We Going Forward? — Our CEO’s 1Q 2021 Letter to Clients

I don’t know about you, but I am taking a rest from my constant monitoring of the evening news. I am tired of five years of unrelenting political controversy. This does not mean that violent shootings of unarmed black men and mass shootings are not on my radar, but in order to remain hopeful that ...
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  • February 05
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: February 5, 2021
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    • 2700

One Step Forward? — Our CEO’s Q4 2020 Letter to Clients

On January 20th, like many of you, I sat glued to the television. I needed to see Donald Trump walk out of the White House, get into that helicopter, and leave. What he had to say to his loyal followers was of no interest. I just wanted him out....
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  • July 31
  • Posted By: Mari Schwartzer
  • Posted In: views
  • Date: July 31, 2020
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    • 2752

Our CEO’s 2Q 2020 Letter to Clients

I am afraid. I am not afraid of stock market volatility; I am afraid that we are leaving Democracy behind and sinking into Trumpian Fascism...
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