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Melissa Kolcz | May 1, 2020

Katie Brennan Kane Discusses Benjamin Graham's “The Intelligent Investor”

bear market
Market Volatility

Friday, May 1st, 2020

Good Morning and Happy Friday. Check out Katie's latest video below as she discusses Benjamin Graham's "The Intelligent Investor."

"

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Melissa Kolcz | Apr 30, 2020

Why Jumping in and Out of the Markets Doesn’t Work

Thursday, April 30th, 2020

We want to thank you for your continued trust. The reason you hired our team is to navigate you through times like we are

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Melissa Kolcz | Apr 27, 2020

The Role of Bonds in a Diversified Portfolio

Monday, April 27th, 2020

Tune in to our latest video below as Michaela discusses some of the protection you have in your diversified portfolio. Also, don't

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Melissa Kolcz | Apr 24, 2020

News Resources That You May Enjoy

news

Friday, April 24th, 2020

Good Afternoon and Happy Friday. Today's video includes two news sources that do a really great job at siphoning out all
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Melissa Kolcz | Apr 22, 2020

Kelli Grew, CFP Discusses How Headlines Can Help Drive Market Volatility

Wednesday, April 22rd, 2020

We want to remind you that while there has been a nice rally in the markets since March 23rd, we are expecting that
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Melissa Kolcz | Apr 20, 2020

"I hate to lose more than I like to win" – Larry Bird

Monday, April 20th, 2020

Larry Bird is famous for claiming "I hate to lose more than I like to win." How can we take this quote and apply it to how

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Katie Brennan | Apr 17, 2020

Katie Brennan Kane discusses Economic Recovery

economic recovery

Friday, April 17th, 2020

Good Morning and Happy Friday. Today's video highlights different types of economic recoveries.

Katie Brennan Kane, Operations

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Katie Brennan | Apr 14, 2020

Kelli Grew, CFP discusses Mutual Funds

mutual funds

Wednesday, April 15th, 2020

Good Morning and Happy Wednesday. Kelli's latest video focuses on the basics of investing and mutual funds. Mutual funds are great

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Katie Brennan | Apr 14, 2020

Investing is different than speculating

investing
market fluctuation

Tuesday, April 14th, 2020

We hope you had a great Easter and Passover. We would like to start today and reflect as it's been quite a wild ride. If we had told

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Katie Brennan | Apr 9, 2020

Kelli Grew, CFP discusses T. Rowe Price's Capital Appreciation

Wednesday, April 8th, 2020

Good Morning and Happy Wednesday.  We hope you are taking good care of yourself and enjoyed some sunshine over the last few days.

Cli

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Katie Brennan | Apr 7, 2020

Investing with emotions can be costly

Tuesday, April 7th, 2020

Investing with emotions can be costly. Investors tend to buy high and sell low as they invest more in a rising market and pull money

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Katie Brennan | Apr 6, 2020

An Update from Michaela: Case Fatality Rate + Education Tools for Kids

Monday, April 6th, 2020

Good Morning & Happy Monday. We hope you had a nice weekend and had a chance to connect with your family remotely. Click on the link

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