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The Weekly Commentary

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Quote of the Week

“Happiness is not something you postpone for the future; It is something you design for the present.”– Jim Rohn Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Getting Ready for... Read More

Current Market Observations

William Henderson, Chief Investment Officer Equity markets snapped back last week, with each major index returning positive, yet varying,... Read More

Quote of the Week

“What the caterpillar calls the end, the rest of the world calls a butterfly.” -Lao Tzu Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Retirement Account options.... Read More

Did You Know…?

The Martin Luther King, Jr. holiday holds the distinction of being the sole federal holiday designated as a National... Read More

1099 Tax Reminders

As we bid farewell to 2023, it’s crucial for small business owners, self-employed individuals, and rental property owners to... Read More

Quote of the Week

“Though no one can go back and make a brand new start, anyone can start from now and make... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Managing Cash Flow... Read More