by Laura Lopez | Nov 21, 2025
Upcoming Office Closures & Holiday Hours November 21st, 2025 As we prepare for the Thanksgiving holiday, kindly note that in alignment with domestic market hours, our office will be closed on Thursday, November 27th, 2025. Please be aware of the following...
by Laura Lopez | Oct 31, 2025
Medicare Planning Resources and Reminders October 31, 2025 Several updates are coming next year as part of ongoing healthcare reforms. Medicare premiums and deductibles are expected to rise modestly, while prescription drug coverage will see meaningful improvements –...
by Laura Lopez | Aug 28, 2025
Upcoming Office Closures & Holiday Hours August 28th, 2025 As we plan for the last long holiday weekend of the quarter, kindly note that in alignment with domestic market hours, we will be closed on Monday, September 1st, 2025. Please be aware of the following...
by Laura Lopez | Aug 8, 2025
2nd Quarter Commentary and 2025 Outlook August 8, 2025: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
by Laura Lopez | Jul 17, 2025
Charity Profile: Learning about Change is Simple with Janelle Rolke July 17, 2025 We recently had the pleasure of speaking with Janelle Rolke of Change is Simple as we continue to learn more through our 2025 charitable initiative to support the organization. Change...
