The Thorndyke Group
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, we can work with you to build your own personalized financial strategy.
Join us for a market update hosted by The Thorndyke Group!
Register here
Looking to a new era of growth!
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Hunting For Collateral Impacts: Market Stress & Your Portfolio
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Felix Tran is a research strategist on the Thematic Investing team. He is based in London and has worked for the firm since January 2015. The team works to implement the BofA Global Research enterprise-wide "Transforming World" framework by addressing long-term megatrends from both an opportunity and risk perspective. Their thematic research can be split into three broad rubrics – environmental earth (e.g. climate change), tech innovation (e.g. big data & AI) and demographics (e.g. ageing / millennials).
Please click here to register using the WebEx link prior to the webinar.
The Thorndyke Group is excited to be hosting a Market Outlook: looking towards a new era of growth. Please register prior to the event using the link below. If you have any questions please reach out to your advisor. We look forward to seeing you there.
Hosts: The Thorndyke Group
- Mark W Thorndyke, CEPA®, CFP®, CIMA® Managing Director Wealth Management Advisor
- David J Ponsot, CFP®, CRPC™ Senior Vice President Wealth Management Advisor
- Suzanne Austin, CFP® Senior Vice President Senior Wealth Planner
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Jeff Bush
Jeff Bush presents more than 200 times yearly in the US and abroad to a client base that includes a who's who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC's Nightly Business Report, is featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.
While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America. Merrill
WebEx details will be provided prior to event date.
The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event using the link below. If you have any questions, please reach out to your advisor. We look forward to seeing you there.
CEPA®, CFP®, CIMA®
CPWA®
CFP®, CIMA®, CRPC™
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
