Blog posts tagged with "newsletter-2021-summer"
This April, our newest Investment Advisor Representative, Matthew Lefelhoc, passed the FINRA Series 65 exam. In June, we sharpened our skills and had some fun at our annual Team Retreat.
In today’s fast-paced tech world, we have seen an explosion in online accounting software options. The major market share winner has remained with the Intuit giant and QuickBooks Online (QBO). The various subscription levels offered by Intuit &
We’re officially halfway through 2021, which has been very positive for stock market returns. The chart below shows the path of the S&P 500 over the last six months.
As the stock market continues to recover, perhaps you’ve seen significant gains in your portfolio, or maybe you invested in a stock that skyrocketed and now your portfolio is out of balance. If you have a heart for non-profits, we have some goo
We are continuing our series on estate planning, this time focusing on business owners. While there are common elements that anyone would need to have, there are unique documents and planning that need to be considered for different situations.