REsource center
We continuously strive to add value to our client relationships, and we take our role as educators seriously. Our clients receive informative and insightful materials tailored to their specific interests and needs. We do our best to keep clients informed, but not inundated with extraneous information.
“Architecture, of all the arts, is the one which acts the most slowly, but the most surely, on the soul.”
We have created this online Resource Center to provide our clients and others with access to important articles, research, commentary, and other materials. Our goal is to highlight key pieces that we believe clients will find particularly informative.
The general educational material we offer here is a supplement to the highly personalized discussions we have with each of our clients.
To share feedback or ask questions about these resources, please contact us directly.
Client Relationship Summary - CRS
U.S Securities and Exchange Commission’s guidance for selecting your investment advisor.
FinArc Investments’ CRS: A summary of the services and fees FinArc offers to “retail” investors, which are natural persons who seek to receive services primarily for personal, family, or household purposes.
Building Capital - A FinArc Investments Newsletter
FinArc offers its clients access to educational and informational content. In addition to other materials, FinArc’s clients receive a quarterly newsletter, Building Capital, which addresses a variety of wealth management, tax, and investment topics.
How Would You Pay for Long-Term Care?
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Social Security 101
How a Family Limited Partnership Can Power an Estate Plan
What Real People Think About Artificial Intelligence
Key Retirement and Tax Numbers for 2024
Trailblazers: Women Who Made Financial History
Why Family Businesses Should Have Succession Plans
Workers and Retirees Losing Confidence
Reviewing Your Estate Plan
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
You've Received an Inheritance, Now What?
Reasons to Roll
Put Your Money Where Your Values Are
Big Impacts For Small Businesses
Should You Organize Your Business As an LLC?
Reasons to Roll
Could your Living Situation Change as You Grow Older?
Time for Spring Cleaning
Protecting Your Business Against the Loss of a Key Person
Retirement Age Expectations vs. Reality
Key Retirement and Tax Numbers
Creating Your Own Operation London Bridge
Three Ways to Help Simplify Your Finances
Expert Speaker Webinar Series
FinArc invites experts from complementary disciplines to inform and educate clients about important areas beyond core wealth management. Live webinars allow attendees to ask questions to and seek clarifications directly from the experts. Replays of past and previews of upcoming webinars are available below.
Financial Exploitation: Frauds and Scams Targeting Older Adults will be presented on May 21, 2024 12:00pm-12:30pm EDT by Andre Lingham, Founder of the Center for Elder Justice and Education. Register in advance to attend this complimentary webinar:
https://us02web.zoom.us/webinar/register/WN_-Baqhr2WTQ2vxlEAQcw1GQ
Medicare Planning presented on October 18, 2023 by Scott Maibor, Founder of Senior Benefits Boston
Women’s wellbeing: using mindfulness to develop resilience presented on May 12, 2023 by Åsa Fanelli, Founder and Chief Strategist of IdeaLift Group
Long Term Care Planning presented on November 17, 2022 by Mark Baron, Founder of Baron Long Term Care Insurance
Senior Living Planning presented on April 28, 2022 by Megan Fisher, President of Oasis Senior Advisors Boston South Shore