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…

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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…

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  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…

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