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.

The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related restrictions. More stimulus checks were given out, which encouraged consumer spending. The number of jobless claims decreased, while nearly 1,000,000 […]

Wisdom with Women: A Guide to Estate Planning If you missed our most recent Wisdom with Women on April 21st featuring Michelle Newby discussing the importance of Estate Planning, please check out our recording of the event below: A Guide To Estate Planning: Women are often the drivers for getting an estate plan in place. […]

Wisdom with Women: Ask a CFP, Community Hour If you missed our first Ask a CFP on April 7th featuring our very own Ali Criss, please check out our recording of the event below: Ask a CFP, Community Hour: Ask a CFP® Community Hour provides an opportunity to sit down with a Certified Financial Planner […]