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Quote of the Week

“Despite the forecast, live like it’s spring.”— Lilly Pulitzer Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: 2023 Tax Planning. Questions... Read More

Did You Know…?

Easter is also a time to celebrate the arrival of spring! Easter is a holiday that marks the arrival... Read More

Current Market Observations

Equity markets wrapped up a volatile quarter with a volatile week as each major market index posted strong gains... 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

“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