Posts by Catherine Buck

  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working with many different clients on the personal advisory side of wealth management. Some clients are adamant about leaving a significant inheritance while others are less concerned about leaving a legacy. Many want to help family,…

      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial future. However, before you can start investing, it is important to understand the different types of accounts available to you. From retirement accounts to taxable brokerage accounts, each type of account has its own rules,…

Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains a cornerstone for financial success and stability. The ongoing changes in the market landscape call for a strategic approach to portfolio management. Here, we’ll explore four key tips that can help investors of all levels…

What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most of us, the New Year is all about having a healthy reset and looking ahead. I couldn’t agree more. I’m all about what the future has in store and focusing on how we can make…

Written by: Ryan Bouchey, CPA, CFP   Maybe one of the simplest concepts in personal finance and investing, yet one of the hardest to stick to. It’s not for lack of trying. Everyone has heard about the 60/40 portfolio construction (and whether that’s right or wrong for today) it’s historically been a decent benchmark for most…

Wishing you and your loved ones a season filled with joy, laughter, and unforgettable moments. May the warmth of the holiday spirit surround you, bringing peace and happiness to your heart. As we celebrate this special time of the year, let’s cherish the moments spent with family and friends, and reflect on the blessings that…