By Kelley Caponigro Assistant to the Chairman & CEO While many investors may not be aware of the Department of Labors (DOL) six-year battle to establish a fiduciary standard for anyone providing investment advice on retirement accounts, they are surely aware that President Donald Trump has issued a memorandum aimed at delaying these efforts. On...Read More

By Kelley Caponigro Assistant to the Chairman & CEO Although we are a few weeks into the New Year, the pressure to eat healthier, improve yourself, volunteer, and spend more time with family is still palpable. New Year’s resolutions have been around since Babylonian times, and at the start of the 21st century in the...Read More

Years ago most students could work a part-time job while attending college and graduate debt-free. Today, student loans are essentially a guarantee, and depending on things like financial aid, 529 plans and scholarships, a college education could end up costing hundreds of thousands of dollars. Don’t get discouraged though. With a little planning and understanding,...Read More

By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...Read More

Strangely enough, the first question I hear from prospective clients usually is not, “When can I retire?” or “How much should I be putting into my child’s college fund?” Instead, after looking at my business card, they usually say: “What do all those letters after your name mean?” That alphabet soup of acronyms can be...Read More

By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More

By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life.  However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically.  Here are some...Read More

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More

Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.”                                                                                                           Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource.  Information is at our fingertips and with each passing generation it becomes more and more...Read More