Financial Planning Myths: Part I – “I’m the only one…”
April 30, 2021 Article by Shelby Holt, Client Services Specialist Artwork by Daisy Lopez, Staff Accountant Finances can be an isolating subject for many. If you’re anything like me, it was a completely taboo [...]
Much Has Changed. Our Values Haven’t.
March 27, 2021 Article by Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant I have spent a fair amount of time in the last week or so looking back at where we were [...]
Adversity & Community
February 27, 2021 Article by Shelby Holt, Client Services Specialist Artwork by Daisy Lopez, Staff Accountant Last week, our state was ravaged by a winter storm the likes of which we haven’t seen before. [...]
A Testament to Teamwork
January 29, 2021 Article by Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant 2020 was a heck of a year for just about everyone. Exhausted by disease, political division, social disruption, and economic [...]
Good News for Giving
by Shelby Holt, Client Services Specialist November 28, 2020 While 2020 has certainly been packed to the gills with challenges, there are several factors in play that set up exciting opportunities for the giver [...]
Back to School & College Funding 101
by Megan Poore, Senior Advisor Associate & Bleckley Dobbs, Director of Financial Planning September 26, 2020 Back to school looked much different this year than we are used to seeing, but of course that [...]