Cutler & Andrews Financial Group of Wells Fargo Advisors: Beth Cutler, Jason Andrews, James Parker

Left to right: Elizabeth M. Sciacca, Jason S. Andrews, CRPC®, Beth F. Cutler and James N. Parker

The Cutler and Andrews Financial Group works with executives and private clients to help them invest their assets for wealth expansion and protection. Through strategic allocations and rebalancing of portfolios, Cutler and Andrews help clients maximize their wealth potential by diversifying their investment portfolios.  The team utilizes Wells Fargo Advisors' vast array of securities including municipal bonds, foreign exchange, emerging market debt, precious metals, energy products and commodity indices to create diversified portfolios.  Their breadth of service includes client-tailored investment plans, retirement planning, wealth transfer, and wealth preservation. The Cutler and Andrews Financial Group operate from its Old Greenwich, Connecticut headquarters.
 

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

Life Insurance

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

More Calculators →

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

More Newsletters →