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...
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...
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...
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...
Early Thoughts on Market Volatility in 2020
February 27, 2020
As of this morning, the equity market is down over 10% from its recent high, a correction by some definitions. As I have shared...
Valentine’s Day is for Love (and Life Insurance)
February 10, 2020
Are you debating between candy or flowers this Valentine’s Day? We are all getting more and more creative in the ways we tell...
2020 Five Star Professional
January 31, 2020
We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2020!...
What You Need to Know about the SECURE Act
January 15, 2020
The new Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was passed with the goal of making it easier...
Investment Outlook- Parting of the Clouds
December 24, 2019
The decade is ending on a high note, but the journey was anything but celebratory. As the market worked higher and higher in...
The Gift of Giving
December 12, 2019
As we sit here at the end of 2019 enjoying the start of the holiday season, we can't help but feel this is a year to...
Did You Leave Behind Your Old 401(K)?
November 12, 2019
I just helped a new client consolidate old 401k accounts. They were tired of the hassle of multiple statements, old...