Samuel Paul, MBA

Sica | Fletcher is pleased to announce its role as exclusive financial and strategic advisor to Cross Coastal Advisors in its sale to Highstreet Insurance Partners. Cross Coastal Advisors, a premier wealth management and insurance firm based in Boston, has joined forces with Highstreet Insurance Partners to expand wealth management services and strengthen their Northeast presence. Learn more: https://bit.ly/4mvKFEy #SicaFletcher #InsuranceMA #BrokerageLeadership #MergersAndAcquisitions #WealthManagement #InsuranceIndustry #HighstreetInsurancePartners #CrossCoastalAdvisors

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Interest rate changes can affect loans, savings, and investments. Understanding these shifts helps you make informed decisions about borrowing and investing. #InterestRates #LPSCFinancial #WorcesterMA #Massachusetts #StayInformed

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World Investment Advisors (formerly Pensionmark) announced its acquisition of Nashua, New Hampshire-based TCG Wealth Management, with $140 million in assets. TCG is joining World branch Boston Harbor Wealth Advisors and will continue to use its brand. TCG’s Mike Cerato and World’s Edward Walters commented. https://lnkd.in/emcsMeGf #WealthSolutionsReport #FinancialAdvisors #WealthManagement

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Approaching retirement or already retired? Required Minimum Distributions (RMDs) can have a bigger impact on your retirement strategy than you may realize. Sean Tesoro, President of Salem Five Wealth Management & Trust, discusses the top five RMD mistakes and how to avoid them. Watch the video below to learn how thoughtful planning can help protect your retirement income.

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Dorfman Capital is proud to introduce our Worcester Financing Video which highlights a sampling of our financings in Worcester County totaling 48 projects and $80 million in tax credit equity.   Since 2007, Dorfman Capital has financed Worcester County projects that have created 1,200 units of housing, shelter beds, art, theatre and community spaces, iconic historic renovation, healthcare, university and industrial developments, and environmental remediation. Equity from tax credits includes MA Low Income Housing, Historic, HDIP, and Brownfields.   Thank you to all the developers, investors, attorneys, CPAs, community leaders, and public-sector partners who have worked to make these projects a reality. We look forward to working with you on future projects.   Please find our 1 minute 43 second video below and follow our page for future updates on tax credit developments.

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In this episode of the That Annuity Show, Nassau Financial Group Chief Investment Officer, Joseph Orofino, joins Tisa Rabun-Marshall, and Mark Fitzgerald to discuss current economic trends and the factors shaping today’s investment landscape. The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Listen where you get your podcasts and: https://lnkd.in/eqTWk5kh

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Connecticut Retirement Funds allocate to emerging PE managers via GCM: "CRPTF-GCM Emerging Manager Partnership L.P. 2026 –1 PE Series (“GCM II” or the “2026 Series”) GCM II will be structured as the second series of an existing customized fund of one to provide Connecticut with exposure to emerging private equity managers, including those with diverse teams as well as diverse and emerging private equity managers 2026 Series will have a three-year investment period with capital commitments allocated across Entry Stage (“Tier I”) and Transition Stage (“TierII”)private equity managers GCM II will focus on primary fund investments and co-investments in North America Investments will be made across strategies, primarily buyouts, growth equity, and co-investments" Source: Board materials from Nov 2025

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