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“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie will discuss: Where are we... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie will welcome guest Bill Henderson,... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Updates on Stimulus, filing dates and... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Retirement Funding Laurie can take your... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: MORE Listener Tax Questions Laurie can... Read More

Responsible Investing

Team Chat (March 2021) - Responsible Investing
Head of Investments, Bill Henderson, and CEO, Matt Petrozelli, discuss "responsible investing" and current market trends.

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Current Market Observations

by William Henderson, Vice President / Head of Investments Markets ended mixed last week with the broader indices posting slight... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM:  Listener Questions – Tax & Stimulus... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Children and education funding tax considerations... Read More