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Archive for July, 2015

By Brian Weisberger, Investment Analyst For the last couple years while I have been out at various social gatherings, I inevitably get into that conversation with people wanting to know why I still talk about having a globally diversified portfolio.  It is typically pointed out that the U.S. markets have been doing so great and […]

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor We are half-way through 2015; tax season is over and summer has officially begun!  Besides summer vacations, backyard BBQs and just simply enjoying the warm weather, summer is a good time to give yourself a financial check-up to make sure you are still on track. Here are a few […]

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