With your personal security in mind, we are pleased to announce that two-factor authentication will be required to access our client portal starting November 15th. This change simply means that when you try accessing the client portal, you will be asked to provide your password along with a second piece of information (either an answer… Read More

By Tim Egart, CFP®, AIF® A week ago, our nation passed the 20-year anniversary of the September 11th attacks – a day in our history that stands still. Many, if not all of us, can remember the first moment we witnessed the awful scene unfolding across our country. Every year since that awful day, we… Read More

Written by Todd Brand, AIF® “Economics is extremely useful as a form of employment for economists.” – John Kenneth Galbraith So, take these thoughts with a grain of salt, as we will be dabbling not just in economics, but also infectious diseases’ impacts on them. As it often does, the stock market has hit a… Read More

Death is an unpleasant topic to consider, but when it comes to your estate, it’s not something spouses can afford to avoid. We explain why in this article. Read More

By Todd Brand, AIF® “Be careful who you call your friends. I’d rather have four quarters than 100 pennies.” -Alphonse “Al” Capone I’m just the kind of guy to begin an announcement regarding our firm’s Vice President, Phil Daniels, with a quote from Al Capone. But there, now that I’ve broken the ice, I can speak… Read More