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Happy Thanksgiving!

Happy Thanksgiving!

November 08, 2021

I cannot believe it is that time of year again.  Here I am looking back over this past year and starting to plan for 2022.

Hopefully this finds you all well, safe, and looking forward to the Holiday Season.

As Thanksgiving approaches, Jeanne, Heather, and I want to thank you for your patience, flexibility, and understanding as we figured out our way through 2021.  I congratulate us all on our new “Zoom” and scheduling skills.  Who says we can’t continue to evolve!

Here are the 2021 updates:

New Technology:   The website is up and running, check it out at

From there you can access your accounts online through AccountView, your EMoney client portal and vault, as well as schedule an appointment. You can also stay up to date with our blog.  There you will find our Weekly Market Commentary and other interesting articles.  Check out Merlin Mondays on Facebook, Twitter, and LinkedIn, and send us your most up to date email so you can receive our newsletters.

LPL has rolled out Account View 2.0, available as both an easy-to-use website and mobile app, downloadable from your Apple or Google Play store.  We are excited for the new version has several added features with additional features to be added in the coming future. Reach out to us to convert to the new version or to register.

If you prefer to contact us via text, you can now text us with us directly using our office phone number 978-664-3533.

Susan is now a clinical specialist at MGH doing cancer research and clinical trials.  She is learning quite a bit!

Jeanne, Heather, and I will continue to work remotely for the remainder of this year.  We miss seeing you, but your health and safety are more important.

Wishing you all a wonderful Holiday Season.