I love the phrase “Open House” because it conjures up feelings of welcome and warm conversations! On Saturday, June 22nd, we opened our doors to our clients and friends to share our excitement about our new location. We enjoyed a coffee and smoothie bar (even serving our own Gratz Park Glitz delicious recipe, orchestra duet)…

Read More

When we think of summer, we think of fun. With the kids out of school, it seems like there are endless possibilities. The problem is that most of those ideas come with a price tag — and if you’re working hard to stick to a financial plan, then it might seem like that price tag…

Read More

When the markets are in a full spectrum swing, it can cause you to feel uneasy and tempted to make a big move. This was especially true at the end of Quarter 3 in 2017, which showcased a prime example of unpredictable changes in both directions. Watch this video for some recommendations from Sherry on…

Read More

There are moments in time when you feel a rush or swell of pure joy that goes from the tip of your toes to the top of your head…..it’s a feeling that you want to bottle up because it takes your breath away! We have experienced that feeling as we have transitioned to our own…

Read More

  We want to ensure that your tax preparation goes as smoothly as possible. To assist you, listed below are 2018 tax year resources along with a schedule for mailing tax documents.   TWO 1099’s Unless you became a client for the first time after our move from Hilliard Lyons, you may receive two 1099’s…

Read More