Make Estate Planning Part of Your 2019 New Year’s Resolution

January 15, 2019

When most people think about New Year’s resolutions, updating their estate planning documents doesn’t come to mind. For 2019,...

Celebrating 2018!

December 29, 2018

  The markets in 2018 have often left us feeling like a ship tossed at sea, and with only a couple days left to go it is...

Five Tasks to Add to Your Holiday To-Do List

December 6, 2018

We know how busy December can be with the holidays.  Shopping lists, entertaining and prepping the house for guests or your bags...

5 Ways to Do More Good

November 22, 2018

Five Ways to Do More Good This Year (And Save on Taxes) Michael Bloomberg kicked off Giving Tuesday a little early with his...

Happy Thanksgiving

November 15, 2018

As firefighters and volunteers from around the country race to California to help devastated communities, we are reminded that...

No 2008 Repeat!

November 2, 2018

Most recently you heard from me celebrating the 10-year anniversary of the firm.  Those of you that honored me with your trust...

Celebrating 10 Years!

October 23, 2018

In September 2008 Lehman Brothers declared bankruptcy touching off the worst market rout in our history since the Great...

Yield Curve Still Signals Market Upside

September 5, 2018

Labor Day traditionally marks the end of the summer market doldrums. Tomorrow trading volume and market news will be back in full...

Investment News Article

August 15, 2018

Investment News reached out to Liz for her reaction to Washington's proposal to index investment capital gains for inflation....
Couple speaking with financial consultant

Five Questions to Ask an Advisor

August 14, 2018

Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of...

2018 Financial Advisor Magazine Ranking

July 28, 2018

We are very proud, once again, to be included in Financial Advisor Magazine’s annual ranking of RIA firms including over 700...
women, investing

Keeping Your Passwords Safe is More Important than Ever

July 15, 2018

Keeping Your Passwords Safe is More Important than Ever (And Easier Too!) Recently we sat down with a client to help them set up...