In advance of our seventh client story, I wanted to share what can truly bring a marriage together. Wendy and I were sitting on the sofa, and she asked me to name hobbies that we could do together over the weekends; activities that would be “ours.” I...
In advance of our sixth client story, I wanted to share a personal holiday experience. What is love? My wife regularly puts together holiday gifts that we deliver to residents in our subdivision. This year, she decided to dress up like an elf while making the...
In advance of our fifth client story, I wanted to respond to one of the most common investment concerns I’ve heard. How can someone structure their portfolio to at least keep up with inflation? Challenging investment environments like this one will always create...
In advance of our fourth client story, I wanted to comment about the current investment climate. This has undoubtedly been a very difficult environment for everyone. Having a more conservative allocation than the stock market and having a well-diversified portfolio...
In advance of our third client story, I wanted to introduce our newest team member, Tyler Cetrulo. Tyler has worked in multiple leadership positions within Corporate Revenue and Corporate Accounting for the past five years, managing teams composed of very different...
Financial planner Gary Alpert has made Woodstock home for him, his wife Wendy Helen and their pups, Chloe and Skeeter. “I am a member of the Woodstock Rotary Club and really enjoy giving back to the community,” Gary said. “Wendy Helen and I enjoy supporting various...