Dec 17, 2020 | Communication
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...
Dec 14, 2020 | Communication
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...
Dec 14, 2020 | Communication
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....
Oct 30, 2020 | Communication
Read it here 2020 has been a struggle but there are still plenty of reasons to be optimistic. Before 2020 started, we sent an email with a subject line that read, “How You Know 2020 is Going to be a Great Year…” (ha!) and highlighted several 2020 holidays that would...
Sep 17, 2020 | Communication
It’s a crazy world… September is here and that means the pace of life might have picked back up (if you’re working, have kids, or both)! In this month’s e-news, a few of our team members explain how they’re “living invested”...
Aug 10, 2020 | Communication
This month’s e-news features a COVID-19 update, 1-minute video on college savings, a link to our summer newsletter, and an invite to our upcoming social security webinars! Read the August 2020 e-newsletter here.
