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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®,...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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