Jan 9, 2025 | Articles, Insights
In 2018, we began writing our clients an annual letter to share our personal and practice goals to help vision cast for the year ahead. We pride ourselves on continuous improvement and accountability, and we believe our comments here help underscore that. In reviewing...
Dec 26, 2024 | Insights, Webinars
The end of each year often brings anxiety around holiday preparations, family dynamics, work deadlines, new year goals and more. Join us to learn more about stress management and mindfulness.
Sep 24, 2024 | Insights, Webinars
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...
Aug 23, 2024 | Insights, Webinars
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...
Mar 19, 2024 | Articles, Insights
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. Investing In An Election...
