View Post

Saving for College?

If you are saving for college, take a look at this recent New York Times article that includes our own Lauren Z. Haynes. Check it out by clicking here.

View Post

The Fiduciary Rule and You

Dave O’Brien adds insight to a recent AP article about what to expect as the new administration asks for a 90 day delay to review the Fiduciary Rule. Click Here to read the article.

View Post

Important Tax Information

We know you are all preparing your taxes and will need information from our office or our custodians. You can find important dates and information from our custodians by clicking on the appropriate link below. TD Ameritrade Tax Info Pershing/SSG Tax Info In order to access your tax documents, please Click Here to login to the appropriate site. If you …

View Post

Dave on NPR Marketplace

The election is over, but several weeks ago Dave was asked to participate in a story asking should Americans consider changing their retirement portfolios because of what’s happening on the campaign trail or based on the results of the election. Click Here to hear from retirement savings experts, including Dave, about what really matters when it comes to long-term financial …

View Post

Lauren in the News

Lauren has recently been quoted in two articles for US News & World Report.  Please take a moment to read these informative articles by clicking on the links below.  Congrats Lauren! 4 Reasons Women Should Consider Hiring a Financial Advisor Why Investors Shouldn’t be Greedy