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Monthly Archives: November 2014

Journey Tree Team Update

Posted on November 20, 2014 by Jonathan Brandt

Jonathan Jonathan and Sara escorted daughter Ingrid all the way to Carlisle, Pennsylvania, the week before Labor Day to begin her college career at Dickinson College. Despite some inevitable homesickness, she is doing well and is making lots of friends. … Continue reading →

Posted in Company

Social Security Retirement Benefits: The Mini-Series

Posted on November 20, 2014 by Katherine Suchan

By Kath Suchan, CFP®, CLU® In my last article, I provided a bit of history regarding the inception of Social Security, some trivia regarding its early days, and a few key definitions. This installment is going to give you an … Continue reading →

Posted in Retirement Benefits

Market Commentary

Posted on November 20, 2014 by Jonathan Brandt

By Jonathan Brandt, CFP® “Markets are exiting nothing less than a half-decade era of chronic low volatility fostered by ultra-loose monetary policy by the Federal Reserve and other major central banks as they pushed interest rates toward zero and implemented … Continue reading →

Posted in Market Update

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