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Maximize Your Finances: The Credit vs. Debit Dilemma

By Anthony M. Corrao | CFP® Financial Planning Director
Partner

As interest rates have risen over the past sixteen months, customers with deposit accounts find themselves earning more from their cash reserves at their local bank. At the same time, borrowing...
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The Importance of Long-Term Investing

By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer

Today we’ll step away from the political turmoil, pesky inflation, and recession-predicting headlines. While important, they should not drive long-term decision-making. Our three simple examples...
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Risk Management and Asset Protection | Build Wealth Confidently

By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner

In today's litigious society, it is important to consider risk management and asset protection as essential components of a comprehensive financial plan. Liability insurance and umbrella policies are...
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Bank Failures: More Common Than Most Realize

By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer

The banking sector remains in the headlines, for the wrong reasons. After more than a year of rising interest rates, regional and specialty banks are feeling the pain of a changing environment....
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Life Insurance | The Financial Safety Net

By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner

National Life Insurance Day takes place on May 2nd every year. It marks the anniversary of the first day that life insurance became available in the United States. In honor of that day, we wanted to...
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International Financial Independence Awareness Day

By Anthony M. Corrao | CFP® Financial Planning Director
Partner

April 25th is International Financial Independence Awareness Day — a time to think about ways to achieve financial independence, determine goals to help you get there, and build a path to maintaining...
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Financial Literacy Month

By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer

The arrival of April ushers in the second quarter and along with it, Financial Literacy Month. A solid financial plan starts on the foundation of financial literacy. Once the foundation is laid, you...
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