Investment – When you read this word, what comes to mind first? Do you think of your personal portfolio or an asset, the S&P 500, a specific holding, or maybe even your financial advisor? If so, you’d be aligned with the Oxford Dictionary, which defines it as ‘the action or process of investing money for profit or material result.’ Read More

We are all looking for security in some form or fashion, and it starts within moments of entering this world. I am expecting my first child in January and thus the mother/child connection is on my mind frequently. I have questions like, “How can I form a good motherly connection? Can babies be “too” attached? How do I know what baby wants without talking?” These are just some of the thoughts circling in my mind. Read More

Like the best-run companies, resilient families have cultures of adapting to change but do so with thought and intentionality. In this webinar, The Williams Group’s CEO and President, Amy Castoro, and Senior Lead Family Consultant, Joel Kimmel, shared how successful families transfer their wealth to help prepare the next generations.  Watch the event recording to… Read More

Medicare open enrollment has started, and that means you have until December 7th to join, switch, or drop a Medicare health plan. We understand that the process can feel complex, and that’s why we recently held a webinar featuring Karl Steinlage, CEO of the Steinlage Insurance Agency. Watch the event recording to learn: The differences… Read More

“People think that stories are shaped by people. In fact, it’s the other way around.” — Terry Pratchett Read More