Jan 25, 2020 | Communication
Read the Winter 2020 Print Newsletter We’ve almost made it through winter AND tax season! Hooray! Did you hear about the SECURE Act that was passed not long ago? While the new rules don’t appear to amount to a massive upheaval, the Act might require a change in...
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,...
