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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

“You don’t have to be great to start, but you have to start to be great.” — Zig Ziglar Read More

“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

Current Market Observations

Equity markets this past week seem to be moving on from the tumult caused by some regional banks earlier... 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

“Just stick with it. What seems so hard now will one day be your warmup.” — Anonymous Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Retirement Account Considerations. Questions... Read More

Did You Know…?

March 22 is World Water Day! A day that helps recognize the importance of freshwater and the urgent need... Read More

Current Market Observations

Equity markets posted mixed results last week as issues surrounding U.S. Regional Banks continued to roil investors. Further, Swiss... Read More

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

“If we had no winter, the spring would not be so pleasant.” – Anne Bradstreet Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Pre-Retirement Checklist. Questions can... Read More