Skip to Content

Home / News and Insights

Filter By

“Your Financial Choices”

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

Current Market Observations

by William Henderson, Chief Investment OfficerAll major market indexes fell last week adding to an already poor start of... 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

“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