Latest Posts

Generous Giving in Financial Planning

by Chad Hassinger on Jun 7, 2019


By Pamela A. Martin, AIF®
Financial Advisor

This past month, I had the distinct honor of witnessing the most precious moment in my career as a financial advisor.  You see, as a financial advisor, we are called upon during many stages of life; the ups and downs, the mountains and the valleys.   It is during the lows that our advice, service and support is most frequently sought– death, illness, divorce, job loss, financial mishaps – and we feel privileged to be able to help in those sensitive situations of critical importance to our clients.

No longer “What If” but “When.” How is your portfolio reacting?

by cehassinger on Feb 5, 2019

Finance, Retiremnet, Lifestyle

By Bradley J. Rathe, AIF®
Chief Investment Officer

The quality of an investment portfolio is not only measured by its performance when the market is doing well but also by how well it withstands changing markets and volatility. There are thousands of "what if" scenarios that can negatively affect your portfolio. Any single scenario can have a dramatic adverse effect. Imagine the effect of multiple events hitting at once, as we see now. 

Trusted Contacts - Who Do I Trust?

by cehassinger on Jan 24, 2019


By Susan R. Kuczera, CFP®, ChFC
Manager - Compliance & Operations

Elder financial abuse is a growing problem, and is often under-reported, under-recognized and under-prosecuted.  According to a 2011 Cornell University Medical Center study, 98% of incidents of elder financial abuse went unreported. Yet, the reported loss by victims in 2010 was greater than $2.9 billion!  The numbers are staggering.

Business Owners: What's Your Plan for Retirement?

by cehassinger on Dec 12, 2018

Finance, Retirement

Provided By Jeremy D. Schares, CFP®, CRPC®
Vice President of Wealth Management

If you're a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you'll need to live comfortably?