Mike Rothberg Financial Advisor with Baystate Financial

09/04/2026

The Derek Jeter-founded Arena Club sees “a new era of collecting.” Some see another instance of gambling taking over an American tradition.

09/02/2026

Let's do a quick check-in. Can you answer "yes" to all three?

✅ I know how much life insurance coverage I currently have.
✅ I know who my beneficiaries are.
✅ I've reviewed my coverage within the last few years.

If not, you're not alone.

Life changes quickly, and many people don't revisit their financial documents as often as they intend to. Life Insurance Awareness Month serves as a reminder to stay informed and periodically review important financial information.

09/02/2026

Gold can be a healthy addition to a well-rounded portfolio. Here's what to know.

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/31/2026

08/31/2026

Great to see so many familiar faces and news ones at Swansea Public Schools this morning !!!

Thanks for inviting my team and I from Baystate Financial !!!

Have a great kickoff to the school year and I hope it stays cool this week 😁

08/31/2026

True or False?
✅ Life insurance is only for people with young children.
✅ Life insurance is only for the primary breadwinner.
✅ Employer-provided coverage automatically meets everyone's needs.
✅ Single individuals never have a need for life insurance.

The answer isn't always straightforward. Financial situations, goals, and responsibilities vary from person to person, which is why broad assumptions can sometimes miss important context.

Life Insurance Awareness Month is an opportunity to learn more about common misconceptions and better understand available options. Which of these assumptions do you think people misunderstand most often?

08/31/2026

Its cash generation, broader earnings and lower tech concentration deserve more respect.

08/30/2026

Rising Treasury yields are raising debt and stock market concerns, but history suggests higher rates are not yet a market crisis.