Our COVID-19 Preparedness Plan “Think, act, and communicate from the inside out.” That comes from our core values, which, along with our fiduciary responsibility, represents our dedication to the wellbeing of our employees, our clients and community. To...
Paycheck Protection Program – Loan Forgiveness FAQs The CARES Act includes loan forgiveness provisions for loans received under the Paycheck Protection Program (PPP). The exact details are not yet clear. However, the Small Business Administration (SBA) has...
[vc_row][vc_column][vc_column_text]April 25, 2020 Dear Friends, Our heartfelt thanks go out to you for entrusting us with the privilege of going down life’s road with you during one of the most challenging economic and investing periods in recent memory.The wellbeing...
April 2020 A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good. You may get frustrated when you lose money during certain periods. The good news is that a...
What issues should I consider during a recession or market correction? A checklist will help you prepare Recessions are an economic reality and are difficult to predict with any precision. The individual impacts of an downturn can cause greater issues for those who...
Let’s get personal A letter from CEO Liz Shabaker on how we can stay connected during this challenging time You’ve probably heard of The Five Love Languages, a book that outlines the different ways people express love. My personal language is “acts of service,” or the...
