Don’t Let Adversity Mask Opportunity and Our Fourth Client Story

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...

Introducing our newest team member, Tyler Cetrulo

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...

Woodstock Advisor Helps Set & Maintain Financial Strategies

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...

Client Stories – Examples of How We Can Help

I like to share brief descriptions of ways in which we have helped individuals and families make great financial decisions. You may be in touch with others that face similar situations. Our motto is “we can help you with that.” We will collaborate with you on any...

Lessons Learned From the First Female Thunderbird Pilot

Recently, I attended a continuing education conference in Nashville. The keynote speaker was Nicole Malachowski, a retired US Air Force officer and the first ever female pilot to fly as part of the Air Force Thunderbirds squadron. I love gutsy people! Beyond opening...

Dealing with Known Unknowns

I don’t think anybody would have guessed a few months ago that we would be witnessing such a tragic sequence of world events. These events will cause a range of emotions along with concerns about how our long-term financial well-being will be impacted. There is no...