Are you curious about whom you should call when you have a question, request, or even a comment? Here is a list of who to call and when: Jonathan – extension 103 Financial planning questions Irina – extension 104 Investment questions Jennifer – extension … Continue reading
Jonathan The great kitchen remodel is finally complete. Jonathan and Sara are relishing the expanded work area, functionality, and beauty of the new space. A couple minor bathroom updates and a replaced deck (the support structure was discovered to be … Continue reading
The U.S. stock market reached new highs to close out 2017. The S&P 500 stock index was up over 21% last year and already another 6% in January before experiencing some decline in February. Given that the long term average … Continue reading
