Protect Those You Love with Insurance

February 12, 2021

  Valentine’s day may be a little different this year; maybe your favorite restaurant has limited seating or maybe you...

Year-End Investment Outlook

January 11, 2021

2020 was a challenging, yet surprising, year for all.  At the start, the markets were reaching new highs as we...

Year-end Strategies for an Uncommon Year

December 11, 2020

The holiday season looks and feels different for all of us this year, yet we hope you can still find ways to enjoy the...

4 Financial Tips To Help With Launching Your Own Business

November 12, 2020

Have you decided it is time to leave behind a steady paycheck and launch your own business?  Does becoming an...

Three Things To Consider Before Buying A Home

August 13, 2020

  With today’s interest rates at historic lows, perhaps you are thinking it is time to buy a home.  This is always a...

Quarterly Investment Outlook

June 30, 2020

Are Investors Too Optimistic?  The market’s March decline was on rampant fear without any real data.  As we saw the...

How the CARES Act Benefits You

June 16, 2020

  The Coronavirus Aid, Relief, and Economic Security Act, or what you probably know as the CARES Act, was passed in late...

It’s Impossible Not to Reach Out

June 5, 2020

Two years ago, I launched a mentoring group for undergraduate and early career women interested in the financial services...

Turning to Spring Cleaning? Add Your Finances

April 30, 2020

Maybe you haven’t noticed that Spring is upon us.   In social isolation,  though, perhaps you have taken on even more spring...
NYSE, new york stock exchange

Quarterly Investment Outlook

April 6, 2020

As this quarter ended, we all endured a month with some of the worst and best single days in stock market history. The S&P...
stock market volatility

Volatility Continues

March 17, 2020

This is usually the week I start penning my quarterly investment newsletter.  Like many of you, we are working from home and...
stock market volatility

Market Looks like a Panic- 3/12/2020

March 12, 2020

I thought yesterday looked like a classic "panic" market, moving down way ahead of information. Such are event driven bear...