A few years ago, my boss asked if I was interested in going down the path of becoming an Advisor, with the possibility of maybe even becoming a partner one day. I’ll never forget my response......

How sound is the financial advice you're receiving on social media? It depends on what you’re looking for......

A common topic in investing these days is ESG or Environmental, Social and Governance. It has long been a part of our process to ask clients about how they define these values as part of their investment strategy and general corporate responsibility....

In the last year most of us have spent a lot more time in front of our screens for work, school or entertainment. An interesting by-product is that investors have become increasingly aware of the news and its effect on the markets....

Between the global pandemic and the U.S. election, the year 2020 has certainly been a test of what is in our control, and what is not. As we continue to navigate this together, it has been a year that has encouraged many people to take control......

All that people are talking about these days is that 2020 is the strangest year in recent history -- and the markets seem to be as bizarre as everything else....

The only certainties so far in 2020 have been staying home and learning to use Zoom: who was that person who dropped in on the live-stream Easter family dinner? In previous articles, I have written about estate planning and having tough but......

About a year ago our family experienced a sudden, tragic accident and life changed for us all. It was devastating but there was some comfort in knowing that we had already had family conversations about what was to happen financially......