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Quote of the Week

“It is often the small steps, not the giant leaps, that bring about the most lasting change.” –Queen Elizabeth... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Understanding Debt – What... Read More

Current Market Observations

Equity markets closed lower across the board in a holiday-shortened trading week, while interest rates increased in response to... 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

When everything seems to be going against you, remember that the airplane takes off against the wind, not with... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1FM. Laurie and special guest Daniel Banks, President of... Read More

Current Market Observations

Equity markets ended the week a bit higher, with the Dow Jones Industrial Average gaining 1.43%, the S&P500 notching... Read More