Webinars

March Monthly Commentary

By Dominique Vitalis, Senior Client Service Associate  What a rebound in 2023 from the most unloved market ever!  Market performance in 2023 marked a clear departure from 2022, with several asset classes performing significantly better than they did in 2022 and well above most expectations. …

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What You Need to Know About Medicare Enrollment

Published by Ben Goethel An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to …

Seven Sizzling Ways to do a Mid-Summer Review

Published by Debra Taylor The temperatures have been hot, hot, hot lately, which hopefully means you’ve either been spending a lot of time in or near a body of water, or you’ve been spending plenty of time enjoying some air-conditioning indoors. 

Oh Where Oh Where Have the Rate Hikes Gone?

Published by Debra Taylor, CPA/PFS, JD, CDFA | August 01, 2016 The Fed has been talking about raising interest rates for the last few years, yet only one rate hike has actually come to pass (0.25% increase in December of 2015). 

Be A Lion: Events + Response = Outcome

Published by Debra Taylor, CPA/PFS, CDFA, JD | June 27, 2016 I had the great pleasure to attend the Annual Valley Hospital Auxiliary luncheon last week, where we heard from Ali Stoker, actress and Star of the television show “Glee.” 

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