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“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie and her guest Bill Henderson, Chief Investment... Read More

2023 Outlook

2023 Outlook Comments with Chief Investment Officer, William Henderson. Watch Now

Did You Know…?

The Martin Luther King, Jr. holiday is the only federal holiday designated as a National Day of Service?  Each... Read More

Current Market Observations

On Friday, a solid jobs report by the BLS (Bureau of Labor Statistics) pushed equity on bond markets higher... Read More

The Numbers & “Heat Map”

THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More

Tax Corner

1099 Tax Reminders Once again, it is the time of year for small business owners, self-employed individuals, and rental... Read More

Quote of the Week

“New month, new intentions, new goals, new love, new light, and new beginnings.”- April Mae Monterrosa Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie and her guest Jonathan Ritter CPA, CFP... Read More