Claire Gallant and Logan Holman are CPAs and founders of Vivify (www.usevivify.com), an accounting firm serving clients across the country. Together they will discuss and help you understand steps you can take to ensure a tax-smart year-end. With experts like Claire...
Insights
3Q24 Investment Webinar Recording
With markets anticipating at least one Federal Reserve rate cut in 2024 and speculation about future cuts, join us on our upcoming webinar to discuss what this means for investors – especially those that are holding cash. Over the last year and a half, cash investors...
Career Development
Please join us on June 18th at 12pm EST for our 2nd quarter 2024 educational webinar. We will be discussing the topics of career development and employment search.
Investing In An Election Year
We’ve received questions, and there will be likely more to come regarding implications of investing in an election year. Capital Group, one of the world’s largest asset managers, has put together a worthwhile white paper on this very topic.
Read the latest news & insights…