September 22nd, 2020
In the late 80s, Linda Gadkowski was looking for a financial planner to help her family plan for their future. Unable to find an advisor
Friday, August 21st, 2020
We hope today's newsletter finds you well and gearing up for a nice weekend. Just a quick note before we dive into our latest
Friday, May 8th, 2020
Thank you for following along with our updates. With so much noise from different media sources, we try to be a voice of reason during
Monday, May 4th, 2020
Tune in to Michaela's latest video below as she discusses some key takeaways from Berkshire Hathaway's 2020 Virtual Annual Meeting.
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."
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
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
Friday, April 24th, 2020
Wednesday, April 22rd, 2020
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
Friday, April 17th, 2020
Good Morning and Happy Friday. Today's video highlights different types of economic recoveries.
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