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June 29, 2020

Shred Day 2020 Recap

by: Danielle Howard

On Friday, June 26th, we hosted our 6th Annual Community Shred Event at our Fenton office. This year, due to COVID-19, we traded our pop-up tent and...

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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

Promoting Financial Wellness

by: Kimberly Houston, CFP®

Money plays a critical role in our lives. A recent survey done by Northwestern Mutual found that money was the dominant source of stress for 44% of...

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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 15, 2020

CARES Act: Taking a Closer Look

by: Kimberly Houston, CFP®

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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April 14, 2020

Federal Student Loan Borrowers Get Some Relief Due to COVID-19

by: Mathew Britt, CMT

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19....

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April 9, 2020

Kruzan Reflects on ‘Staying in Place’ as a Child in the 1960’s

by: Jim Kruzan, CFP®, CRPC®

Hi all, I hope this letter finds you safe and healthy. Crazy, interesting and scary times! Never in my entire life would I have thought the nation...

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