News & Events

General InformationNews

Year End Strategies 2021

Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021.  Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation.  As potential tax law changes and...

General InformationNews

The Great Inflation Debate

Markets having become more volatile this past week and with yesterday’s Labor Department’s most recent inflation report, we felt it was a good time to share The Great Inflation Debate, an article written by our CIO, Patrick Scarborough,  CFA®, CFP®.  If you have...