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Quote of the Week

“I am a great believer in luck, and I find the harder I work the more I have of... Read More

Tax Corner- 2022 Tax Planning

Education Savings PlansParents with young children, are faced with many rewards and challenges. One of which may be saving... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” on WDIY 88.1FM. Guest hosts Rodman Young, CPA/PFS, CFP® and... Read More

Current Market Observations

by William Henderson, Chief Investment OfficerWhile domestic resiliency was present last week with strong jobs and earnings numbers, volatility... Read More

The Numbers & “Heat Map”

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

Quote of the Week

“A miracle is something that seems impossible but happens anyway.” – Michael Stuhlbarg Read More

Tax Corner

2021 Charity DeductionsYou probably know that you can get an income tax deduction for a gift to a charity if... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Listener... Read More

2021 Charity Deductions

You probably know that you can get an income tax deduction for a gift to a charity if you itemize... Read More