Holiday Hours - All offices will be closed on Monday, May 27, 2019 in observance of Memorial Day.
Over the past two years, the stock markets have enjoyed quite a run and have received a tremendous amount of coverage in the media. In 2017 alone, the Dow Jones Industrial Average, S&P 500,...
Mark P. Bernier, CFA |
Posted on Jan 01, 2018
Tax season is a critical time to become better acquainted with the latest tax-related scams that have impacted thousands of individuals in recent years. Below are two ways tax scammers might...
Tiffany M. Faust |
Posted on Feb 01, 2018
As millennials face unprecedented financial burdens such as student debt and rising housing costs, the anticipation of the New Year is a great time to get strategic about finances and invest for...
Lisa M. Miller |
Posted on Nov 01, 2017
It seems these days that we spend a vast amount of time and effort planning and juggling our time and endless list of to-do items. From planning our workday and doctor’s appointments to scheduling...
Christine R. Settle |
Posted on May 01, 2017
The traditional Individual Retirement Account, or IRA, came into existence in 1974 when Congress enacted the Employee Retirement Income Security Act, often referred to as ERISA. With the...
Karen B. Arthur |
Posted on Mar 01, 2017
Take advantage of the long winter months to inventory important documents and records, as well as to determine the best options available to keep them safe.
A safe deposit box is a good...
Tia M. Williams |
Posted on Jan 01, 2017