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Thursday, February 22, 2024

The current economy may have you wondering, what season are we in right now?  Where is inflation going?  What will the housing market look like in the next 6 months or years? And what should I be doing with my investments?...

 

Tuesday, February 13, 2024

Often a good snow day, like the one we have here in CT; can give you time to reflect and ask questions about all aspects of life.  This includes your financial future and investing.  It's a great opportunity to reach out to...

 

Tuesday, February 6, 2024

Whether you consider yourself a football fan or not, this weekend brings lots of excitement for fans and non-fans alike. The superbowl is an opportunity to spend time with friends and family and enjoy a spread of unhealthy food items...

 

Tuesday, January 30, 2024

We're firmly entrenched in the 2024 election season and you can't help but see news reporting and speculating on outcomes.  It's a great time to remember that you don't need to listen to the news every day.  You can become a...

 

Tuesday, January 23, 2024

We know election season has begun and we want to talk about it... with our clients.  How does this impact the market? What happens to the economy when a change happens in the oval office? As we get closer to November 2024, we need...

 

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Tuesday, January 16, 2024

We hope you took an opportunity to pause yesterday, on MLK Jr. Day, to remember how change has affected everyone's lives.  The world and the economy are ever-changing landscapes; we need to remember taking a moment to reflect on...

 

Monday, January 8, 2024

It's time to begin gathering your financial info to prepare your 2023 taxes.  This year in 2024, the deadline to file your personal and business taxes is Monday April 15, 2024.  Do you need year end statement? Tax statements...

 

Tuesday, January 2, 2024

What did you do for New Year's?  It feels like everyone is asking this question.  Our question to you- what are you doing for new year 2024? It's never too late to begin your investing journey and planning your financial...

 

Friday, December 29, 2023

It's finally here... New Year 2024. You've been working hard, setting goals and planning for this new year.  And if you still need to work on your planning and goals, we're here to help.  Reach out to our group with your...

 

Tuesday, December 19, 2023

You may begin to have questions about what investing in 2024 looks like.  What you can ask yourself is> What are my goals? What do I think I need in 2024? What is my appetite for risk, given the current market and world...

 

Tuesday, December 12, 2023

As we rapidly approach year end of 2023, it's time to reflect on your financial house.  Ask questions> what are your goals for 2024?  What would you like to learn? How are your investments working for you? What changes...

 

Tuesday, December 5, 2023

We've talked about the 2023 year end approaching and how you can begin to organize your financial house- now let's get more detailed.  Tips for success: 1: Schedule time to review your financial goals with your advisor 2: Make a...

 

Friday, December 1, 2023

Welcome to December!  This is the last month of 2023 and you're probably busy with chores, visiting family and friends, as well as maybe some holiday shopping, preparation and decorating.  Throw in work commitments, children,...

 

Tuesday, November 21, 2023

As the 2023 year draws to a close, we often reflect on what we are thankful for during these last few months of the year. Thankful may look like you have your health, your family and friends, your hobbies.  But are you forgetting...