New Client Portal; Wine/Cheese Event; and Crazy Stock Market

It has been many months (or moons–including a super blue blood one) since I last wrote you. And in those months, there’s been several good changes and updates that may be of interest and benefit to you.   The Markets… The stock market has been on a very gradual and smooth-sailing track of growth for Read more about New Client Portal; Wine/Cheese Event; and Crazy Stock Market[…]

Things you and your kids aren’t learning in school

As children grow into young adults and become personally responsible for managing their own finances, have you ever thought to yourself why the subject of ‘personal finance’ is not required coursework in school? Why are we expected to have the basic knowledge on taxes, money management, insurance needs, estate planning, retirement accounts, and credit, if Read more about Things you and your kids aren’t learning in school[…]