5 Steps for Taking Care of Mom and Dad

May 9, 2019

We celebrate our moms and dads this month and next.  The parents who so tirelessly supported us and became our role models for...
Hands holding up a gold trophy

Named Best of Summit for the 5th Year in a Row!

April 26, 2019

We are honored to be recognized in our local community once again for continuing to represent excellence. For the fifth year in a...

Slowing Growth is not a Recession

April 10, 2019

What a difference a quarter makes! The markets started 2019 with a strong rebound that effectively recouped all that was lost in...

Tax Time- For Your Retirement Accounts

March 13, 2019

This is the time of year we reach out to many clients recommending they make an annual contribution to a tax advantaged...

Talk Money with Your Honey

February 12, 2019

Valentine’s Day is just around the corner and you may be getting ready to make special plans with your loved one.  Maybe...

2019 Five Star Professional Wealth Manager

January 30, 2019

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019!...

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...