Do Kids Really Need to Know About the Economy?

Do Kids Really Need to Know About the Economy?

Do children really need to know about the economy? April 8, 2025 Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few...
National Day of Mourning: January 9, 2025 – Key Updates

National Day of Mourning: January 9, 2025 – Key Updates

National Day of Mourning: January 9, 2025 – Key Updates Client Notice: National Day of Mourning on Thursday, January 9th, 2025. On December 29, 2024, President Biden declared a National Day of Mourning and ordered the U.S. Federal Government to close on Thursday,...
4th Quarter Market Commentary and 2024 Outlook

4th Quarter Market Commentary and 2024 Outlook

4th Quarter Commentary and 2024 Outlook February 1, 2024: 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...
Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...