News
A Financial Fresh Start for 2024
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Quarterly Economic Review 4th Quarter 2023
Perception or Reality? Investor Uneasiness Could Be Prophetic If you feel like the U.S. financial markets had a terrible year in 2023, you are not...
Managing the Emotional Aspects of Retirement
While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount of time and effort...
Year End Reminders
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Choosing a Philanthropic Path: Private Foundations vs Donor Advised Funds
National Philanthropy Day (NPD) is November 15, 2023. This special day was first officially recognized in 1986 by President Reagan as a time to...
Quarterly Economic Review 3rd Quarter 2023
Lifted For Longer: Higher Rates Shake Stocks, Buoy Bonds The Federal Reserve’s aggressive campaign to tame inflation took a step back in August as...
Advisor Spotlight: Robert Flood
Robert Flood, MS, CLU®, ChFC® Director of Risk Services GET TO KNOW ROBERT FLOOD, MS, CLU®, ChFC® Name: Bob Flood Current Role: Director of...
Being strategic: the triple-tax benefits of a Health Savings Account
A Health Savings Account (HSA) is a triple tax-advantaged savings account designed to help individuals and families with a High-Deductible Health...
Advisor Spotlight: Jeffrey Dunne
Jeffrey Dunne Director of Business Transition Planning GET TO KNOW JEFFREY DUNNE Name: Jeffrey D. Dunne Current Role: Director of Business...