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Blog

Frequent communication is an important part of our service to clients.  Every Monday we send out an email that includes a brief market update (with a different focus each week), along with an assortment of other commentary related to money and finance, health and wellness, happiness, or just a much-needed laugh.  This blog page is a new outlet for our team's creative thinking on a variety of topics.  We hope you will find it a good source of information and inspiration. 

Monday, July 14, 2025

If you are a high level executive your financial future is probably tied to the performance of the company's stock. Do you have a strategy for that?

Wednesday, June 25, 2025

How should you invest your 401(k)? This article will walk you through the process while drawing upon the wisdom of Warren Buffet.

Thursday, April 10, 2025

An examination of the major stock market crashes of the past century, and the lessons we can learn from them to help us invest successfully.