October 20, 2020
3rd Quarter 2020 Capital Market Review
by: Danielle Howard
2020: a global pandemic, a steep recession, emotional protests, and a heated election. Is it 2021 yet? This quarter, join in as Jim Kruzan, CFP®,...
July 28, 2020
Zooming Right Along
by: Danielle Howard
With Coronavirus cases on the rise, and more than half of us still working remotely, we continue to adapt to help ensure the safety and health of our...
July 21, 2020
2020 Half-Time Report
by: Danielle Howard
2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report, Jim Kruzan, CFP®, CRPC® reviews...
June 17, 2020
COVID-19 Update: Returning To The Office
by: Danielle Howard
We hope this update finds you and your loved ones in good health and enjoying some time outside now that summer has finally arrived. As you know,...
June 5, 2020
One For The Books
by: Jim Kruzan, CFP®, CRPC®
I love what I do! For 37 years, I have been blessed to be able to help clients with all things financial. Along the way, I (we) continue to make a...
June 4, 2020
How is the stock market up despite record job loss?
by: Mathew Britt, CMT
There are some major differences in the composition of the stock market and the economy which have contributed to the dislocation. The largest tech...
May 29, 2020
Avoid COVID-19 Scams
by: Danielle Howard
Winston Churchill once said, “Never let a good crisis go to waste.” While many of us take time to reflect and alter plans during...
April 24, 2020
2020 1st Quarter Capital Market Review
by: Danielle Howard
What a difference a few weeks can make! Watch the video below as Jim Kruzan, CFP®, CRPC® reviews the first quarter of 2020. Jim will discuss...
April 15, 2020
CARES Act: Taking a Closer Look
by: Kimberly Houston, CFP®, CRPC®
On Friday, March 27th, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law by President Trump to combat the economic...