Greed has a drinking problem

Greed has a drinking problem

Why you might be taking on more investment risk than you should Mitchell Barr, Client Associate Friday afternoon happy hour is one of the great traditions of working in business. The sleeves get rolled up and another week gone by is celebrated with a few cocktails to...
REAL ID: What happened at my appointment

REAL ID: What happened at my appointment

[vc_row][vc_column][vc_column_text] REAL ID: What happened at my appointment Lisa Greve,  Marketing & Administrative Manager Last month I wrote an article about the REAL ID Act, which established security standards for state-issued driver’s licenses and...

Flying and the REAL ID (aka Voluntary Travel ID)

Lisa Greve, Marketing & Administrative Manager Have you noticed these signs at the airport? Passed by Congress in 2005, the REAL ID Act established security standards for state-issued driver’s licenses and identification cards. Federal agencies such as the TSA...
Phoenix Financial Planning

Phoenix Financial Planning

Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their early retirement years, George encountered a health care issue that forced them to reassess their future. Key Concerns: Determining an appropriate health care and housing decision plan...
A Little Optimism Please

A Little Optimism Please

Thomas J. Connelly, CFA, CFP®, President & Chief Investment Officer It has been said that one of the primary jobs of an investment adviser is to lean against the wind—to espouse caution when others are exuberant, and to promote optimism when everyone else is...