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...
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
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...
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 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...
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....
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...