Happy Independence Day and Holiday Hours

Happy Independence Day and Holiday Hours

Happy Independence Day and Holiday Hours We hope you have a wonderful holiday week planned and with the 4th of July landing on a Tuesday, we wanted to share that in line with market hours and in observance of Independence Day, our office will be closing at 1pm on July...
Key Points of the Fiscal Responsibility Act of 2023

Key Points of the Fiscal Responsibility Act of 2023

Key Points of the Fiscal Responsibility Act of 2023 Amidst debt ceiling crisis fears, President Biden signed the Fiscal Responsibility Act of 2023 (“FRA”) on Saturday, June 3rd. The main function of the Act was to prevent the United States from defaulting on its debt...
Financial Wellness Checkup

Financial Wellness Checkup

Financial Wellness Checkup Graduations are here, weather is warming, and invitations to fun events are arriving daily from all arms of your social groups. The final weeks of spring and beginning of summer present endless spending opportunities. As such, we thought it...
Investor Considerations: Interest Rates and Money Markets

Investor Considerations: Interest Rates and Money Markets

Investor Considerations: Interest Rates and Money Markets March 10, 2023: Inflation and interest rate movements continue to be the primary focus for investors as they keep a close eye on both the equity and fixed income markets. In fact, the headlines have remained...
Reflect and Plan to Save on Travel

Reflect and Plan to Save on Travel

Plan Ahead, and Reflect, to Save on Travel February 28, 2023: In our discussions with family, friends, clients, and colleagues, there is an ongoing theme that while still young in the year, many individuals and families have already found 2023 to be very busy and very...