By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...Read More

First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...Read More

By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...Read More

By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More

We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on Tuesday, September 29, 2015, at the Insiders Forum in Chandler, AZ.  She will present new planning challenges related to longevity, as well as advances in...Read More

By Rosanne Rogé, CSA, RFG, CFP® Managing Director We have all heard the anonymous quote, “Do not regret growing older; it is a privilege denied by many.” While it’s true that growing old is a blessing, the aging process – especially in the later years – can be difficult to navigate. Over the past 29...Read More

By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life.  However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically.  Here are some...Read More

By Rosanne Rogé, CSA, RFG, CFP® Unlike traditional health insurance, Long Term Care insurance is designed to cover long-term services and support, including personal and custodial care in a variety of settings such as your home, a community organization or other facility. There are a range of care options and benefits to select from, and...Read More

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More