September 2021

The Financial Services industry is ever-changing and ever-evolving.

Hopefully you are enjoying your summer as we get back to a pre-pandemic normal (or an even better version of normal).  The pandemic has been challenging in so many ways, but it has been a good reminder of the importance of a strong support group and the need to be prepared for what life throws at us.

April, 2021

There was one theme that dominated the market trends in the first quarter of 2021 - same as it did in Washington D.C. - a change in leadership.

Retirement can sneak up on you.

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with financial independence. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.