Newsletter

The New Year brings a clean slate. It's a good time to organize your financial accounts and take an inventory of the ones you like versus the ones you may want to review. Here are ways to improve your financial wellness.

Pullback, Corrections & a Bear Market-  we discuss what each term means and the effect they can have on the market. See pictures from our recent Music Festival client event.

We examine new vacation trends because you deserve to take a break, and share six secrets for becoming a smarter investor. Check out our YouTube Channel. Save the date for our next client appreciation event.

Our client appreciation brunch was a hit! Michael & Laura went to Arizona to film more episodes of their TV show and reunite with family. We welcome Douglas Wisentaner to our team.

We changed our name! Our new name better reflects our wonderful expansion. We can't wait to share with you our new approach, and serve you and your financial goals even better. 

We celebrate the recent launch of Michael & Laura's TV show "Rock Your Retirement." We had a wonderful client event in September with live bands and food trucks. Save the date- We're having a New Year's Breakfast at The Aria.