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Tax Reminder

Q3 estimated payment reminderThird quarter estimated tax payments are due September 15, 2022. These estimates may include federal, state and/or... Read More

Current Market Observations

The equity markets recovered nicely last week with gains of +1.6% (Dow Jones) to +2.8% (NASDAQ) while the bond market... 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

“True success, true happiness lies in freedom and fulfillment.’” – Dada Vaswani Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” on WDIY 88.1FM. Laurie will welcome Rob Ziobro, Assistant Vice... 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

“Slow down and enjoy life. It’s not only the scenery you miss by going too fast – you also... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for a pre-recorded episode of “Your Financial Choices” on WDIY 88.1FM. Laurie will discuss:... Read More