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Kelly Freeman
Sep 292 min read
Financial Focus - Caring for An Aging Parent
Caring for aging parents can be complex and emotionally challenging. Based on our experience, we encourage you to have these hard but...
37 views0 comments
Eric Boyce
May 121 min read
Charts & Chat - May 13, 2024
This week, CEO Eric Boyce discusses: 1. estimates for 2nd quarter economic growth increasing to +4% annual rate; recession mentions in...
11 views0 comments
Lindsey Sharpe
Apr 282 min read
10 BUDGETING TIPS TO TAKE CONTROL OF YOUR FINANCES
Feeling like your money is slipping through your fingers? You're not alone. But don't worry, taking control of your finances is within reach
20 views0 comments
Eric Boyce
Mar 241 min read
Charts & Chat - March 24, 2024
This week, CEO Eric Boyce, CFA discusses: 1. FED's inflation target may be higher than people think 2. Early withdrawals from 401k's...
22 views0 comments
Kelly Freeman
Mar 213 min read
Financial Planning for Women Needs to Address Four Different Factors From Men’s Planning
As a financial advisor, I’ve learned over the years that women have different financial planning needs compared to men. The most notable fa
24 views0 comments
Eric Boyce
Nov 14, 20231 min read
Charts & Chat - November 14, 2023
This week, CEO Eric Boyce, CFA discusses: 1. GDP forecasts have evolved from this summer - more optimism on 2025 and 2026 2. credit card,...
6 views0 comments
Eric Boyce
Oct 31, 20231 min read
Special Market Minute - October 31, 2023
CEO Eric Boyce, CFA offers his thoughts on the market and economy following two major investment conferences he attended during the last...
27 views0 comments
Kelly Freeman
Oct 23, 20231 min read
Ladies, Own Your Finances!
Females have four unique challenges that require different financial planning strategies. Taking a few simple action steps has the power...
13 views0 comments
Jim McMullan
Sep 26, 20232 min read
Financial Planning for a Child's College Education
By: Jim McMullan The cost of college is rising steadily, and it's more important than ever for parents to start planning early for their...
16 views0 comments
Eric Boyce
Aug 20, 20231 min read
Charts & Chat August 20, 2023
This week, CEO Eric Boyce, C FA discusses: 1. stock valuations stretched, fueled by earnings expectations, fund flows; stocks less...
12 views0 comments
Eric Boyce
Aug 7, 20231 min read
Market Minutes - August 7, 2023
CEO Eric Boyce, CFA shares his thoughts on developments in the market over the past week, including the jobs reports and the Fitch...
15 views0 comments
Eric Boyce
May 16, 20231 min read
Charts & Chats - May 14, 2023
During the course of our daily research, we come across interesting and illustrative charts which do a great job of articulating a point...
15 views0 comments
Eric Boyce
May 1, 20231 min read
Charts & Chats - 4/30/23
During the course of our daily research, we come across interesting and illustrative charts which do a great job in articulating a point...
19 views0 comments
Eric Boyce
Apr 24, 20231 min read
Charts & Chats - 4/24/23
During the course of our daily research, we come across interesting and illustrative charts which do a great job in articulating a point...
39 views0 comments
Eric Boyce
Mar 25, 20231 min read
Charts & Chats - March 26, 2023
During the course of our daily research, we come across interesting and illustrative charts which do a great job in articulating a point...
4 views0 comments
Lindsey Sharpe
Jul 20, 20223 min read
10 Reasons Why Couples Fight Over Money
One of the main reasons people end up in divorce court issues is money issues. Money is a very emotional part of life due to what it...
6 views0 comments
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