Insights and reflections to support your financial growth
Trick-or-Treating and Money Lessons
Halloween, with its costumes, decorations, and the exciting tradition of trick-or-treating, isn't just about scares and sweets. This fun holiday offers an excellent opportunity to teach valuable money lesson to our kids. Here's how trick-or-treating parallels...
2023 Third Quarter Commentary
At the beginning of the year, most economic forecasters predicted the US would be in or entering a recession by now. Instead, the US economy was very strong in the third quarter with the Atlanta FED GDPNow forecast estimating 4.9% real GDP growth. This strong growth...
Business After Hours
Thank you to everyone who attended our Corning Chamber of Commerce Business After Hours event last Thursday at our office. The company, food, music and donations for our raffle were all spot on. We would also like to recognize our vendors who made this evening so...
Preparing for your child’s journey back to school
Though we have many more sweet days of summer left, now can be a great time to start preparing your child for their journey back to school! We understand this transition can be overwhelming and want to share some tips to help you get ready while also managing your...
The Value of Advice
Financial advice has the best chance of success when it’s built on a relationship. Because no two investors are alike, we’ll work together to construct a financial plan that reflects your goals as they change over time.Please remember that all investments involve some...
2023 Second Quarter Commentary
The economy and the markets proved to be more resilient than nearly everyone anticipated in the second quarter. The economic data has been surprising to the upside with the Citi Economic Surprise index nearing the highs of its historical range. While we still expect...