News: Financial Digest

Ronald Birnbaum Financial Consultant Trust Advisory Group

Name: Ronald Birnbaum Title: Financial Consultant/Radio Host Company: Trust Advisory Group Location: One Gateway Center, Ste. 250, Newton, MA 02458 Birthplace: Hartford, Conn. Family: Divorced College: University of South Carolina, BA, Political Science; American College, CLU, CHFC First job outside of finance: Honeywell ­- pc design First job in finance or allied field: Mass. Mutual Insurance program - insurance agent What do you do now and what are you planning for the future? We provide alternative investments to an individual's portfolio; estate and tax planning, help with diversified programs where much of the risk is removed. Hobbies: Golf Favorite book: "The Strategy Bond Investor" Favorite movie: "Marathon Man" Person you admire most (outside of real estate: John Adams Key to success: Treat your clients as you would your own family. If you had 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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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.
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.