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  1. Financial
whats-going-on-with-gamestop

What’s Going on with GameStop? Chances are you’ve caught wind of recent market news involving Wall Street traders, GameStop, Reddit & Robinhood. Clients have reached out to us wondering if any of the related market volatility could impact their portfolios. Here’s a quick summary of what’s happened so far and what could happen moving forward.....

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welcome-to-2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.

quarterly-market-review-july-september-2020

Quarterly Market Review: July-September 2020 July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.

Low Interest Rates and Investors Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting…

Quarterly Market Review: April-June 2020 Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional….

Watch Out for Coronavirus Scams Fraudsters and scam artists are always looking for new ways to prey on consumers. The FTC has received over 20,000 COVID-19 related complains since January 1, 2020….