by Mark Kelly | Jun 23, 2020 | Financial Planning, Retirement
Why a Cap Weighted Index can skew results We believe in Financial Planning first with your Investment Portfolio as the resource to help fund your goals. We also believe emotions impact whether a client can achieve their goals, so our job is to help guide...
by Mark Kelly | Apr 14, 2020 | College Planning
Every wonder what the amount of debt on your student loan translates in terms of payment? Watch our Video above to see how knowing in advance and being intentional with how you pay for college can have a tremendous impact on both the student who graduates with Student...
by Mark Kelly | Mar 24, 2020 | Financial Planning
Monthly Cash Flow Plan Download Corona Virus- Don’t live in FEAR. Coronavirus which also is known as COVID 19 is all anyone is talking about. From Social Media, to Cable News it has created hysteria and panic across the globe. I would not be telling the truth...
by Mark Kelly | Mar 17, 2020 | Financial Planning, Retirement
Investment Implications of COVID 19 and tempting you to “Do Something”? It still is not easy listening to the news the last few weeks and watching the large swings in the Stock Market. Obviously, the Financial Markets don’t like bad news. Does...
by Mark Kelly | Mar 5, 2020 | Financial Planning, Retirement
Is the Corona Virus and Market Volatility tempting you to “Do Something”? It is not easy listening to the news the last couple of weeks and watching the large swings in the Stock Market. Obviously, the Financial Markets don’t like bad news. Does...