Latest Blog Posts
Market Commentary: The End of "Free Money"
January 21, 2025 - Renee FloroLow interest rates over the last 15 years have kept borrowing costs low. However, as interest rates have risen in recent years, borrowing costs have increased, but so have fixed income investment opportunities.
Read moreNew Parent Checklist
January 24, 2025 - Renee FloroExpecting a new addition to your family? Financial Advisor Joanne Yecies talks through her own experience in welcoming a new family member and the planning steps you should consider for young children.
Read moreReflecting on 45 Years in Wealth Management
September 17, 2024 - Renee FloroRemembering with gratitude the wonderful mentors who helped shape my career in the wealth management industry.
Read moreMarket Commentary: Investing in an Election Year
July 24, 2024 - Renee FloroWith a contentious presidential election on the horizon, markets are bound to be volatile between now and November. However, in our view, long term investment decisions should not be guided by political emotion.
Read moreBerkshire Hathaway Annual Meeting 2024
May 8, 2024 - Renee FloroThis year's meeting paid tribute to Charlie Munger, who passed away in November 2023, just shy of his 100th birthday.
Read moreBerkshire Hathaway Shareholders Meeting: Perspective From a First-Time Attendee
May 8, 2024 - Renee FloroTake a look at the Berkshire Hathaway Shareholders meeting through a pair of fresh eyes.
Read moreMarket Commentary: Savers now have more choices
April 17, 2024 - Renee FloroFollowing years of low interest rates, bonds are once again becoming more attractive investments as interest rates rise.
Read moreLessons Learned: Now is the time to plan for future wealth transfer
March 6, 2024 - Renee FloroPlanning for the future can be a complex and, at times, uncomfortable process. But investing the time and effort now to create a solid plan and communicate it to your loved ones can pay dividends for years to come.
Read moreMarket Commentary: Hope is not an investment strategy
January 23, 2024 - Renee FloroAs 2023 came to a close, many economic forecasts proved incorrect. Moving into 2024, we will continue to seek out long term opportunities based on solid business fundamentals.
Read moreMarket Commentary: Higher Long-Term Interest Rates May Present New Opportunities
October 16, 2023 - Renee FloroThis year's rise in long-term interest rates is pushing longer term borrowing costs higher. However, we believe income-oriented investors will find new opportunities in long-term bonds, while strong businesses continue to increase dividends.
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