Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …
Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …
Published by Paul West We’ve all been there. Something we wanted to do in our lives we let time go by and we missed it. Family trip. Drink with a friend. Kid’s school program. Why does this happen? It’s simple. I’ve experienced it too. We end up always trying to do too much.
Published by Andrew Rogers, Strategic Opportunities Associate If you are anything like me, what you want to do with your money and what you should do with your money are almost the exact same list in the completely opposite order.
Published by Minna Burns I like to clean. As I’m scouring my kitchen and reach for a paper towel, I discover the roll is empty. No problem, I think; I’ll run to the store and get more. I pass my local supermarket but I keep driving. I pull into the parking lot of another store …
Published by Teresa Milner, Wealth Advisor Ladies, let’s talk about money. Are you comfortable discussing money? Do you shy away from a conversation regarding your money because you feel you’re not smart enough to talk about it? Do you lack the confidence to discuss money matter …
