Posts by emily

Written By: A. Suzanne Robertson, CFP® When it comes to estate planning, many clients are asking us if they need a will, a trust, or both. Estate planning is a…

Written By: Ryan Rinehart, Financial Advisor In my career as a Financial Advisor, I’ve met with hundreds of families to discuss retirement planning and I would say the most common…

Written by: Dan Moylan, Chief Investment Officer, on June 5, 2023 Hello all, We had a mixed May in the stock market this year.  The Nasdaq was up substantially on…

Written By: Alex Hammersley, Financial Advisor Fixed indexed annuities (FIAs) are insurance products that combine features of both fixed annuities and indexed investments. They are designed to provide individuals with…

Written By: Shawn Perkins, CFP®, AWMA Recently, many of our clients have expressed concern about the ongoing drama around the debt ceiling and the potential impacts if an agreement isn’t…

Written By: Marissa Waldron, Financial Advisor Summer is fast approaching, and for many Americans that means taking a vacation. Most of us could use one with all the financial heartache…

Written by: Dan Moylan, Chief Investment Officer, on May 8, 2023 We saw the market continue to gain in April, albeit minimal, with the Nasdaq barely green, up .04%.  The Dow…

Written By: Ryan Rinehart Today I want to talk about the ongoing debate over the debt ceiling in the United States, and how that can impact your personal finances. First,…

Written By: Matt Jaskolka A couple weekends ago around a fire pit, I had an enjoyable conversation with friends about life, our careers, our aspirations, and so on. Naturally, one…

Written By: A. Alex Hammersley Do you want to make the most of your giving and save on taxes? Depending on your circumstances, a donor-advised fund (DAF) can satisfy both…