Fears about the COVID-19 outbreak led the Standard & Poor’s 500 Index into a correction (a drop of 10% or more from a recent high) in just six days, the fastest time to a correction from an all-time high ever. However, a few days afterward, stocks rallied, with the S&P 500—which recovered more than 40% […]
The Coronavirus and Market Volatility Read More »
As February drew to a close global capital markets dropped sharply as the specter of global pandemic spread. The highly contagious Coronavirus is a potential threat to life as well as to economic growth. While anti-viral drugs and vaccines that might thwart the outbreak are still in development, investors who follow our approach can take
Feb. 2020 – The Coronavirus and Your Portfolio Read More »
Mr. Holden is an experienced advisor to senior management of financial institutions. A specialist in industry analysis, strategic planning, and economics, his experience was shaped over many years in the corporate sector and more recently in academia. He has served in management positions at Chase Manhattan Bank, Chemical Bank, Manufacturers Hanover Trust, The CIT Group,
Neil D. Holden, DBA, Chair Read More »
Mr. Furlano is founder and principal of Furlano & Arace PC, an accounting and professional services firm located in Pittsfield, MA. He has over 35 years of experience providing audit, advisory, computer, tax, bookkeeping and compliance services to private corporations, non-profit institutions, foundations, municipalities, and individuals. He has provided expert testimony in federal and state
Nelson E. Furlano, CPA Read More »
Mr. Bouffard was a principal and financial advisor with the firm Bouffard & Ramsey a financial advisory practice of Ameriprise Financial Services, Inc.. Mr. Bouffard holds degrees in literature and education and was a humanities teacher for many years in Connecticut schools. He is a voting member of AIER. He currently serves as the Chairman
President & CEO John joined AIS in 1994. He previously served as an analyst with Prudential Insurance and for eight years as an officer in the U.S. Air Force, where in his last duty assignment he held the rank of Captain and served as an instructor of economics at the U.S. Air Force Academy. He
Director of Financial Planning Luke joined AIS in 2016. He received a BS in economics and an MBA from Boston College, where he received the Wall Street Journal award for the top finance student. He has worked at AIER, State Street Global Markets, BC Center for Retirement Research, and Analysis Group. Luke lives in Great
Luke Delorme, CFP® Read More »
Vice President Seth joined AIS in 2003. He holds a BA in International Studies from Vassar College and an MBA from the Thunderbird School of International Management. Seth completed the global management associate training program at American International Group (AIG) and was a political risk underwriter and country risk analyst at American International Underwriters prior
Vice President & Chief Financial Officer Charles joined AIS in 2007. He holds a BBA in Accounting from Loyola College in Baltimore, MD. Prior to joining AIS he was a Financial Advisor with Merrill Lynch and served as a Vice President of Dion Money Management. He also spent ten years in public and private accounting
Chief Operating Officer Tricia joined AIS in 2016. She holds a BS in Business Administration with a concentration in marketing and a minor in communications from Bryant College. Prior to joining AIS she held positions at Legacy Banks and Berkshire Bank, most recently Branch Officer. Tricia is an active member of the Berkshire community as
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