How We Work With You

February 25, 2020

MAXIMIZING TAX-ADVANTAGED GIVING WITH A DONOR-ADVISED FUND (DAF)

February 25, 2020

What Do Clients Come to us For?

February 25, 2020

VIDEO: What I Wish I Had Known About Money When I Was Younger

February 27, 2024

By Kerri Allen

Financial literacy, or your understanding of how to handle money, is more than just a buzzword. Your future depends on it. In our latest video, Kerri Allen…

If Widowhood Happened Tomorrow, Would You Be Prepared?

October 03, 2023

By Jane Taubner Barney

While we tend to focus on building wealth and preparing for the future, there’s a significant life event that can often be left unaddressed until it’s…

Maximizing Social Security: 3 Smart Strategies for Single, Divorced, and Widowed Women

August 03, 2023

2023 Q4 Quarterly Commentary

January 01, 2024

Markets played their own version of the popular children’s game “Red Light, Green Light” during the fourth quarter.  After the Fed’s “higher for longer” forecast in September, both stock and…

2023 Q3 QUARTERLY COMMENTARY

October 01, 2023

In October 1991, three weather systems converged off the coast of Nova Scotia.  The severe event that resulted from this rare combination was chronicled in a 1997 book by Sebastian…

2023 Q2 QUARTERLY COMMENTARY

July 01, 2023

During the first half of the year, equity markets shrugged off persistent recession fears, the failure of several large regional banks, a debt ceiling battle, and the continuation of the…