facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Check Out Our Upcoming Events

Q1 2022 Newsletter Thumbnail

Q1 2022 Newsletter

The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, “the only thing constant is change.” Just when a sense of normalcy seemed to be realized, during the first quarter of 2022 the world was thrown another hardship as Russia invaded Ukraine. For investors, this added more fuel for market volatility. Combined with inflation and rising interest rates, the first three months of 2022 became a roller coaster ride, challenging even the steadiest investors.

Read More
Tax Report Thumbnail

Tax Report

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach. We hope you find this report helpful.

Read More
Q4 2021  Newsletter Thumbnail

Q4 2021 Newsletter

2021 closed as a banner year for many investors. Although history will record the COVID pandemic for causing one of the sharpest recessions ever felt by the global economy, the rebound investors continue to see nearly two years later has been just as remarkable.

Read More