Financial Planning Myths Part 3 – An Advisor’s Primary Value is in Managing your Portfolio
September 30, 2021 Article By Thomas Twombly Artwork by Daisy Lopez, Staff Accountant Financial Myths Part 3: An Advisor's Primary Value is in Managing your Portfolio. When folks reach out to us it’s usually [...]
President’s Message
July 30, 2021 Article By Thomas Twombly Artwork by Daisy Lopez, Staff Accountant “There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.” – John Kenneth [...]
Financial Planning Myths Part 2 – It’s All About Your Biggest Goals and Dreams
June 30, 2021 Article By Thomas Twombly Artwork by Daisy Lopez, Staff Accountant Financial Myths Part 2: It’s All About Your Biggest Goals and Dreams. To create a plan of any kind, you have [...]
President’s Message – “Uncharted Territory”
May 26, 2021 Article By Thomas Twombly Artwork by Daisy Lopez, Staff Accountant “Uncharted Territory” How many times in the last year have you encountered the term “uncharted territory” in a newspaper or magazine [...]
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 [...]