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For years we have been passionate about sharing our financial and investment knowledge with people just like you!

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Three Steps to Help You Weather the Next Storm, Fire, or Other Home-Destroying Disaster

Bronwyn Shone, CFP® shares three steps to take for the unexpected weather related disaster crises. If you are a homeowner, your home is likely one of your largest if not your largest asset. As a source of shelter and a backdrop of your family’s shared experience, its value extends far beyond its role in your financial life. While you can’t control the incidence and scope of disasters that may destroy your home, you most certainly can prepare for the risk of losing it. Here’s a simple three-step plan you can do this weekend that will better prepare you in the event of a home-destroying disaster.

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You Graduated from Medical School...Now What?

Stephen Fletcher, CFP® helps to guide new physicians through the top concerns faced once you graduate medical school. For some there is no greater academic achievement than graduating from medical school. By choosing to pursue a career as a physician, men and women are committing to make the world around them a better place. Thankfully, this sacrifice comes with a great financial incentive. However, it also comes with a lot of difficult decisions.

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How Do High Fees Reduce Performance?

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

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Lessons for the Next Financial Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis.

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Because of the Equifax Breach, You May Want to Make the Investment of $30

Wealth Advisor, Nancy Coumou, CFP® tells how to freeze your credit report and why you should do it, now. 'Equifax will now let you place or lift a credit freeze for free until January 31, 2018. On September 7 we learned that the personal financial data of 143 million American consumers was exposed to a data breach at Equifax.

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How Financial Planning Becomes Therapy

Wealth Advisor, Madeline Valente CFP® is quoted in this US News and World Report Article about the psychology of financial planning. A financial planner, René Bruer likes to joke that instead of earning his MBA in finance, he should have studied psychology.

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