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John Mulligan Joins Johnson BrunettiJohnson Brunetti, an independent retirement and investment specialist firm, founded in 2003, recently announced the addition of John R. Mulligan as an associate financial advisor. Mulligan attended Providence College and earned a bachelor’s degree in finance administration management. As an associate financial advisor, Mulligan assists the Johnson Brunetti’s lead advisors in helping...1 Commenti 0 condivisioni 72 Views 0 Anteprima
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Lena Adams joins Johnson BrunettiJohnson Brunetti, an independent retirement and investment specialist firm, founded in 2003, recently announced the addition of Lena Adams as office administrator. In this role, Adams oversees reception, manages data entry, coordinates supply orders, and creates a warm, welcoming environment for all office visitors. “Lena has a natural gift for making people feel welcome the moment they...0 Commenti 0 condivisioni 90 Views 0 Anteprima
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STP Calculator: A Smarter Way to Transition Your InvestmentsInvesting isn’t just about choosing the right funds—it’s also about moving your money at the right pace. That’s where an STP Calculator becomes an incredibly helpful tool. Systematic Transfer Plans (STP) allow investors to shift money from one mutual fund to another in small, regular intervals rather than all at once. It’s a strategy often used to reduce market...0 Commenti 0 condivisioni 7 Views 0 Anteprima