November 25, 2013 — Matt Brown
XYZ Strategy #2 – Take control of things “Are you talking about legal documents?” you may ask… as many don’t have them yet. After all,...
November 18, 2013 — Matt Brown
As a kid, my parents jokingly shouted “XYZ” if I ever exited the bathroom without zipping up my pants! Let’s be honest, sometimes we get...
November 5, 2013 — Matt Brown
On a camping trip with the kids this past weekend, my daughter stayed in the woods to cut down a tree branch… my friend and...
September 25, 2013 — Randy Mascagni
What will the Affordable Care Act do to the markets? Although no one can tell you with accuracy, some sources believe Obamacare may slow the pace of...
June 26, 2013 — Matt Brown
Earlier this week I held an enrollment meeting for a 401(k) retirement plan and several new employees attended. Most were young, in their early to...
March 28, 2013 — Randy Mascagni
Below is a link to a good video from the Wall Street Journal Live that may be helpful to understanding more about the “employer mandate”...
March 15, 2013 — Randy Mascagni
Good insight from Steve Holman of Vanguard that gives a view on maintaining a long-term perspective and the importance of delaying gratification. He also reminds us that...
February 21, 2013 — Randy Mascagni
Our industry requires a great degree of education, testing and licensing. Today we are happy to announce that Julie Sanders has passed her Series 6 exam! ...
February 7, 2013 — Randy Mascagni
Although no one can tell you with accuracy exactly what will happen in 2013, we continue to see a sense of enthusiasm regarding the markets...
February 4, 2013 — Randy Mascagni
With tax season around the corner many contemplate funding their IRA or Roth IRA accounts. Sometimes you may wonder which is better for you. We...