It’s almost time to don green and gold. That’s right, March 17 is upon us. There’s more to the holiday, however, than eating corned beef and cabbage and celebrating the Irish. For instance, St. Patrick is the patron saint of Ireland,...Read More
We like to proactively communicate various financial topics we feel are important to many of our clients or their loved ones on a regular basis. We share those here along with links to timely articles and other resources we hope you find interesting and thought provoking. Please reach out to us with any questions or concerns.
Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year...Read More
Investors have really enjoyed the market gains of the last 15 months, but the recent market volatility is also providing anxiety for some valid and obvious reasons. Below are a few common questions we’re getting… Is the...Read More
If you’re looking for a gift that will express your love better than chocolates or a bouquet of flowers, don’t fret. Trendhunter.com has some innovative and unconventional suggestions:• Literary love tattoos. Perhaps, you’d like Rainer...Read More
Finding a work/fun balance can be difficult and money is just a tool for enjoyment. Aligning your financial plan with your passions encourages meaningful spending by aligning your goals and values, with what brings you true happiness.Read More
The data breach recently announced by Equifax reminds us that staying up-to-date about cyber security vulnerabilities and available protection options is critical if digital communication is an integral part of your life. Private...Read More