Tuesday, April 14th, 2020
Wednesday, April 8th, 2020
Tuesday, April 7th, 2020
Investing with emotions can be costly. Investors tend to buy high and sell low as they invest more in a rising market and pull money out in a falling market.
Monday, April 6th, 2020
Friday, April 3rd, 2020
Good Morning & Happy Friday,
Click on the video link below to hear Katie's latest video focusing on a few housekeeping items. As our team continues to work remotely from home for the foreseeable future, we need to rely heavily on the technology that is available to us and to you.
Thursday, April 2nd, 2020
Wednesday, April 1st, 2020
Happy April! Today's video from Kelli Grew, CFP discusses how your income level and the timing of when you file your 2019 taxes may impact the amount you receive from the COVID19 stimulus package. We encourage you to discuss this topic with your CPA.
Tuesday, March 31st, 2020
Today's video from Michaela focuses on an update for Oakmark International and how Oakmark Manager David Herro invests with conviction.
"Herro's willingness to stand fast and even buy more when others recoil has been a cornerstone of his approach for nearly 28 years." - Dan Colton, MorningStar
Friday, March 27th, 2020
Thursday, March 26th, 2020
In response to COVID 19, Federal tax forms and payments won't be due to the Internal Revenue Service until July 15 this year. Please note: this applies to Federal taxes only. You will need to check with your tax professional in regards to what your specific state requires.