Meet your personal board of advisors


Should You Buy or Lease a Vehicle?

February 16, 2017. By Olga Okaty: With car prices continually on the rise and integration of new features further boosting sticker prices, many drivers are wondering whether leasing a new vehicle … More →

Fixed Income Review, Fourth Quarter 2016

February 9, 2017.  By John Wolfsberg: After bottoming in the first half of 2016, interest rates rose sharply in the fourth quarter following the surprise victory of Donald Trump in the U. S. … More →

Health is Wealth: Winter Motivation

February 2, 2017. By Lori Patterson: It’s official: physical health affects financial health. With rates of health care consistently on the rise, our wallets are indeed directly impacted by your … More →