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Quote of the Week

“True cyber security is preparing for what is next not what was last.” – Neil Rerup Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” on WDIY 88.1FM. Laurie and her guest Catherine Bailey of... Read More

Quarterly Commentary: Q3 2022

Investors have navigated a difficult market all year and the third quarter was no exception. All major indices ended the... Read More

Current Market Observations

Equity markets posted their first weekly gain in several weeks as a surprise move by the Australian Central Bank... Read More

The Numbers & “Heat Map”

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

Quote of the Week

“A good financial plan is a road map that shows us exactly how the choices we make today will... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” on WDIY 88.1FM. Laurie will discuss: What is Financial Planning?... Read More

Did You Know…?

October is Cybersecurity Awareness Month AND Financial Planning Month Cybersecurity TIPby Rob Ziobro, AVP TechnologyLast week we learned how... Read More