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December 2020 e-news: Burt Peake, Jr. Takes Us on a Tour

December 2020 e-news: Burt Peake, Jr. Takes Us on a Tour

It's our last newsletter of the year! We hope you're having a warm, wonderful holiday season. We've really enjoyed working with you through 2020. Believe it or not, all this market volatility reminded us how much we love what we do! We are here to listen to your...

November e-news: A Good Time to Get Your Ducks in a Row

November e-news: A Good Time to Get Your Ducks in a Row

There are only 11 days until Thanksgiving and 6 Fridays until it's Christmas morning! Don't be overwhelmed, be inspired! (That's easier said than done so try it using our decision making chart below). You know us, and you know we like to plan ahead so we can afford to...

October e-news: Fall things

October e-news: Fall things

Although the world has felt spooky for the past seven months, it's almost time for the actual Halloween festivities to take place. Anyone else feel that time is simultaneously flying and moving slowly? Weird. Any who, our offices are operating at a normal pace. Most...

Top 10 Tips for Fiscal Fitness

Top 10 Tips for Fiscal Fitness

As days turn into weeks and weeks turn into months, it may feel like there is little time to catch up on all of your financial responsibilities. Sometimes it may be easier to simply toss ATM receipts, credit card bills, and bank statements into the “junk drawer” to...

10 Tips for Small Biz Owners

10 Tips for Small Biz Owners

Small businesses owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business...

10 Terms Every Investor Should Know

10 Terms Every Investor Should Know

If you're new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor. Portfolio An investment portfolio is a collection of investments owned by an individual or an institution. Typically,...

2020 Year-End Investor Guide

2020 Year-End Investor Guide

To ease some of the burdens of the upcoming tax season, we’ve created this helpful guide, which will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise toward the end of the year. Of course, if you have...

Election 2020 is Undecided

Election 2020 is Undecided

The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a process, but it usually moves so quickly it barely...

From the Team

Financial education straight from our advisors.

Resources

Financial resources to help you spend, save, and invest wisely.

Events

Each year we host a variety of appreciation and educational events.

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