Nov 1, 2019 | Communication
During the final months of 2019, we’re working with clients on end-of-year financial to-dos, planned giving, and setting new goals. In our communications, we will be talking about investing (diversification, management, risk tolerance, sustainable investing, etc.). We...
Nov 1, 2019 | Communication
The holidays are upon us! But before they kick off, we’re sharing some investment management tips. Download (PDF,...
Sep 27, 2019 | Communication
As summer turns to fall, we address preparing for financial changes. Download (PDF,...
Jul 1, 2019 | Communication
Greetings from mid-summer 2019! Our team has been making the most of the longer days. On Mondays we report to each other stories about our weekends: farmer’s market finds, kids’ ballgames, road trips, boating, fishing, golfing, family vacations, etc.! We’re happy to...
Apr 1, 2019 | Communication
Hello spring and goodbye tax season! It’s officially time to go “Marie Kondo” on your house… cleaning, tidying up, and de-cluttering, only holding on to what “sparks joy.” While you’re in the cleaning mood, we urge you to review your family’s financial plan,...
Jan 1, 2019 | Communication
Happy New Year (2019)! Did you set any resolutions for 2019? Many of us did, and we’re holding each other accountable. After establishing a goal, we recommend putting into practice simple habits that make it seem less overwhelming. Even if you’ve gone off track, it’s...
