April 12, 2017. By Matthew Okaty: Last year we saw the release of a major new piece of financial industry regulation, commonly known as the DOL Fiduciary Rule, which was originally scheduled to take effect this week (April 10, 2017 specifically). If you recall from...
April 6, 2017. By Mark Barry: After hitting $26/barrel last February, the price of oil has recovered, with WTI Crude trading near $51/barrel as of this writing. However, energy markets have seen some volatility in 2017 thus far, and it seems appropriate to briefly...
March 30, 2017: As summer vacation approaches and acceptance letters begin to appear in your mailbox, use these opportunities to discuss sound financial habits with your teen and young adult children before they are off “on their own”. Here is a...
March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may have the bug to replace your vehicle now that the threat of snow is (hopefully) behind us for the season. As with any large purchase, buying a car can be just as stressful as it is exciting. ...
March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous. Couples who are fortunate to sustain an amicable experience throughout the entire process are a rarity. By the time the day comes to sign an...
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...
