Capital Analysts of New England, Inc.

 

 

  Capital Analysts of New England

 

We develop solid financial plans based upon each client’s unique circumstances.

 

Capital Analysts of New England was founded in 1972 to provide personal and business financial planning for its clients. We were a forerunner of the financial planning movement. Today, we are one of the industry’s most innovative providers of diverse financial services.

As highly skilled professionals, we blend technical expertise and creativity to solve sophisticated financial problems. We are legal, accounting, tax, investment and insurance specialists who work together as an integral advisory team with our clients, their accountants and attorneys.

Our technical skills are matched by a talent for listening. We listen to our clients’ opinions about what they need without imposing our own prejudices. We then develop solid financial plans based upon each client’s unique circumstances.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

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