Wisdom with Women: Age of Fraud – Why Seniors are More Vulnerable to Financial Scams If you missed our most recent Wisdom with Women on July 22nd featuring Teresa Harbottle and Deb Morris discussing elder fraud, please check out our recording of the event below: Age of Fraud: Join us as we discuss various ways […]

The Markets (second quarter through June 30, 2021) The second quarter began with stocks making solid gains in April. COVID vaccines became available to more Americans. The federal government and several states pushed forward with reopening after relaxing many of pandemic-related constraints. Economic data was favorable and encouraging. The first-quarter gross domestic product accelerated at […]

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Wisdom with Women: Gifting Strategies – Donating to Family or Charity If you missed our most recent Wisdom with Women on June 17th featuring Amanda Burrows discussing gifting strategies, please check out our recording of the event below: Gifting Strategies: Join us as we discuss various ways to donate personal assets to charity, adult family […]

The Markets (as of market close May 28, 2021) Stocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation and the timing of when the Federal Reserve might begin to taper its accommodative policies. Regarding inflation, members of the Federal Open Market Committee acknowledged that […]

Financial Insights – Best Small Business 2021! We are thrilled to announce Financial Insights has won Best Small Business for 2021! Thank you to our amazing clients and staff who made this possible.