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Quote of the Week

“Planning is bringing the future into the present so that you can do something about it now.”-Alan Lakein Read More

“Your Financial Choices”

“Your Financial Choices” RadioTune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: The... Read More

Did You Know…?

With September ending, it opens the door for Autumn to start. Here are some interesting facts about Autumn to... Read More

Current Market Observations

Equity markets suffered losses across the board last week as a pause in rate hikes by the FOMC (Federal... Read More

The Numbers & “Heat Map”

Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be... Read More

Quote of the Week

“Sometimes the smallest step in the right direction ends up being the biggest step in your life.” – Steve... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie and special guest Tom Riddle, CPA, CFP®... Read More

Current Market Observations

U.S. stocks ended the week essentially flat. The Dow Jones Industrial Average gained 0.12% on the week, the S&P... Read More

The Numbers & “Heat Map”

Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be... Read More