2023 retirement calendar checklist of occurring events is now available.  Click HERE to access the document.

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March 16, 2023

Please join us in congratulating Barbara Hudock for being invited to speak at the @barronsadvisor #BA100 conference! We're proud and excited to see Barbara share her expertise at the national level! #financialadvisor...

March 13, 2023

For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of...

March 13, 2023

If you’re a big fan of St. Patrick’s Day like we are, you will wake up on the 17th, daydreaming of what’s to come. You can smell delicious, corned beef, cabbage, and...

February 10, 2023

Napoleon.  Franco.  Julius Caesar.  History is filled with examples of generals who became dictators.  But there’s one shining example of a general who didn’t, and we celebrate his birthday every February. We’re...

December 28, 2022

If there’s one thing we’ve learned over the years as a financial advisor, it’s that it’s never too late to dream a new dream…or achieve one, either.  Recently, we read a story...

December 16, 2022

When we were kids, we used to focus on what we would get every Christmas.  What presents would we open on Christmas morning?  What surprises would we find in our stocking?  What...

November 21, 2022

On October 3, 1789, President Washington gave the nation’s first Thanksgiving Proclamation.  In it, he both specified the exact day the nation should come together in gratitude and suggested some of the...

August 4, 2022

Imagine this scenario.  You get an email that appears to be from your bank.  You open it and read a message riddled with misspelled words that direct you to “click the link...

June 28, 2022

With Independence Day just around the corner, we’ve recently been thinking about all the things there are to enjoy about our national holiday.  The celebration itself is great—it’s a time for fireworks...

June 17, 2022

The bear is back.  On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar – news: Inflation continues to surge.  In response, the markets...

June 13, 2022

Happy Father’s Day!  As you know, Father’s Day is a chance to honor our fathers for their contributions to family and society.  That includes grandfathers, great grandfathers, and also men who serve...

May 20, 2022

When someone says the word “hero,” what do you think of?  Do you imagine some muscle-laden dragon-slayer with a magical sword?  Or perhaps a gun-toting, leather-wearing action star, complete with signature sunglasses? ...

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