Broker Check


Thursday, March 23, 2023

Many investors may be tempted to react in the wake of both the Silicon Valley Bank and Signature Bank's financial troubles. After all, the unprecedented events of last week would test the mettle of even the most seasoned investor.The...

Thursday, March 16, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...

Thursday, March 9, 2023

Last night was an amazing gathering of wonderful women (and a few men) to celebrate International Women's Day.  We had a great presentation from Chris at MFS, and we shared good food & good conversation.  Beyond that, I want...

Thursday, March 2, 2023

One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....

Thursday, February 23, 2023

Financial infidelity happens... and dealing with the aftermath can be painful.

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Friday, February 17, 2023

We love spending time with our clients, and our next big event will be a celebration of all the amazing things women do every day!

Wednesday, February 8, 2023

It still has that new website smell!

Wednesday, January 18, 2023

A clear understanding of what wealth looks like to you may help you build a financial strategy.

Tuesday, January 10, 2023

If you’re in your 50s and haven’t done much to save for retirement, you still have time.

Friday, January 6, 2023

SECURE 2.0 was tucked in the $1.7 trillion federal spending bill, so as more people become familiar with the legislation, expect more details to emerge.