A little over a month ago, I went on vacation with Wendy and two good friends. We had a great time! It is always good to unwind with folks you enjoy spending time with. As part of this, I was asked to join my friends at a golf outing. It was my very first time playing...
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...