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Client Appreciation Cooking Class
Our first Client Appreciation cooking class at our local Harmon’s was a great success. We loving being able to spend time with our clients outside…
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Thoughts on Ukraine
A few Thoughts on Ukraine from First Trust. Our prayers are with the Ukraine People and for a quick end to this senseless invasion. Information…
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Socially Responsible Investing with Tom Pappas
Today we’re talking about Socially Responsible Investing. With all the changes happening, investing in sustainability for our communities…
Alternative Investments with Matt Pappas
What are Alternative Investments? How do they work? What’s different about them? These types of investments include…
Supercharging Your Finances
Need to know when the best time to start saving for the future? Well, the time is now! CNBC has a great article by Nicholas Vega called “Money excerpts: These 5 pieces of advice can supercharge your finances in 2022.”
Homeless Shelter
Our office had the opportunity to go to our local Homeless Shelter to service dinner.
Top Golf
A little company relaxation and team building. Some of us are better at this sport than others but we aren’t keeping score.
Probate and Your Estate
U.S. News & World Report has a fantastic primer for navigating probate called “Everything You Need to Know About Probate.” The ins and outs of probate can be mind boggling. First of all, what is it? How does probate work?
September 2021 Market Update
We’re hearing a lot of commentary recently about the inevitability of a significant market pullback. Although we have moved a lot, and on the upside since March and April of the pandemic, if you all remember it doesn’t mean it’s…
Roth Conversions
As part of our process, The Insight Formula, we’re looking at that total financial picture. So not just your investments and your investment accounts, but how things like taxes and the state laws can impact how we should structure things…
