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Equity markets reported negative returns across all major indexes as some Trump election euphoria wore off. Fed Chairman Jay Powell hinted that further rate cuts could be pushed off due to continued economic strength and sticky inflation indicators. Specifically,...
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Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie will discuss:Surviving Spouse Planning Laurie... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Guest hosts Rodman Young, CPA/PFS, CFP®... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie will discuss Employer retirement plans... Read More
We are pleased to welcome Dulce Cardinale to our team as an Administrative Assistant. Dulce has more than 18... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie and her guest David Ellowitch,... Read More
Team Chat (April 2021) – Cryptocurrency
Bill Henderson, Head of Investments and Matt Petrozelli, CEO, discuss Cryptocurrency.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie will discuss More Cash Flow... Read More
We are pleased to announce the promotion of Ildebrando Cruz to the new position of Trading & Operations Manager.... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie will discuss Cash flow and... Read More