News: Financial Digest

Ronald Birnbaum 2009

Name: Ronald Birnbaum Title: Financial Consultant; Radio Host Company: Trust Advisory Group Location: One Gateway Center, Suite 350, Newton, Mass. Place of Birth: Hartford, Conn. Family: Divorced College: University of South Carolina, BA Political Science; American College, CLU, CHFC, CASL First Job Out of Finance: Honeywell, pc design First Job in Finance or Allied Field: Health Insurance - American Small Business Association What do you do now and what are you planning for the future? We provide alternative investments to an individual's portfolio with multiple assets including real estate; estate and tax planning; helping with diversified programs where much of the risk is removed. Hobbies: Golf, baseball and chess Favorite book: "The Strategic Bond Investor" Person you most emulate (outside of family): John Adams Keys to success: Treat your clients as you would your own family. If you were forced to choose another vocation what would it be? Pro golfer
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Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank

Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
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Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.
Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.