Blog

Intro By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the...

It seemed like something that would never fit into my life, but since young adulthood, I had thought I would love to live in a high-rise building with views of the city. When I was raising my children, it was not a fit, of course. And...

"A bored dog is a bad dog, a tired dog is a happy dog". Those words from the dog trainer that we hired when we adopted our nine-month old Golden Retriever, Tommy, have never left my mind. Interestingly, as our firm continues to grow...

We often have clients receive an inheritance from parents, extended family, or others who are important to them. Often times, this process can be very emotional simply because of how hard the person worked to accumulate this wealth,...