3rd Quarter Commentary from Mark Barry CFA

3rd Quarter Commentary from Mark Barry CFA

Q3 Commentary with Mark Barry October 27, 2021: 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 his...
Changes to FAFSA: Good News for Grandparent 529s

Changes to FAFSA: Good News for Grandparent 529s

FAFSA Changes: Good News for Grandparent 529 Plans October 8, 2021: By Matthew Okaty:  If you have ever filled out a federal student financial aid application (FAFSA) before, whether as the parent or the student applicant, then you know how cumbersome and daunting the...
Skin Safety Doesn’t End With Summer

Skin Safety Doesn’t End With Summer

Skin Safety Does Not End With Summer September 30, 2021. By Ashley Agnew: As you may recall our charitable initiative for 2021 was supporting and raising awareness for the American Cancer Society. We have learned so much as a team, and have been touched by the stories...
Guest Blog: Is Being a Renter Really a Bad Choice?

Guest Blog: Is Being a Renter Really a Bad Choice?

Guest Blog: Is Long-term Renting a Bad Choice?  September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
Small Business Spotlight: Sea Nuts

Small Business Spotlight: Sea Nuts

Small Business Spotlight: Sea Nuts Our team has a habit of sharing our favorite new small businesses in our conversations around the office.  Together we have discovered some great products and companies.  For this week’s blog, we’ve decided to share a new business...