Debt Ceiling, Patience Warranted

As we gather this coming weekend to spend time with family and friends, let us…


Caution Warranted Amid Continued Banking Turmoil

Signature Bank's seizure negatively impacted some client portfolios, but…


Banking System Update

Annual Offer of Disclosure Statement & Privacy Policy as of March 26, 2023…


Modern Day Bank Run

Update on Rick’s Health As many of you already know, I have had lower back…


A.I.: Finally the New Frontier

2022 Tax Documents Reminder: Today the 2022 1099-R forms were mailed to clients…


2023 Important Dates, BIG Retirement Plan Changes

Happy 2023! We are so excited to start this New Year and celebrate our 40th…


Inflation, Interest Rates, Recession?

“For unto you is born this day in the city of David a Savior, who is Christ the…


FTX: Classic "Bank Run"

“Give thanks in all circumstances; for this is the will of God in Christ Jesus…


Clouds of Uncertainty

“Every decade or so, dark clouds will fill the economic skies, and they will…


Housing Realities

The current market environment, specifically the last few weeks, has been some…