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Blog Archive

5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
5/3/2022 The Best Way to Apply for College as a Family? Have a Plan
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More
Commentary
4/21/2022 Commentary – 2022 2nd Quarter
1/21/2022 Commentary – 2022 1st Quarter
10/21/2021 Commentary – 2021 4th Quarter
7/22/2021 Commentary – 2021 3rd Quarter
4/21/2021 Commentary – 2021 2nd Quarter
1/25/2021 Commentary – 2021 1st Quarter
All Commentary