What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Steven Julian |
Wednesday, December 16, 2020
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1A positive reaction to these vaccines affects every...
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Steven Julian |
Thursday, October 8, 2020
Access to your current investment information has never been easier and safer. You want and need your investment information to be "up to the minute" and easy to quickly access. We are pleased to offer you the digital convenience of...
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Steven Julian |
Monday, September 14, 2020
https://youtu.be/30hFvwDJhLg
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Steven Julian |
Tuesday, September 8, 2020
Uncommon advice for your financial journey so you're the boss of your financial advisor. Treat all conversations with potential advisors as if you are interviewing them for a job. Does this advice surprise you? People frequently give...
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Steven Julian |
Thursday, July 16, 2020
When was the last time you took a FINANCIAL SNAPSHOT? One of the apps on my phone recently sent me a notification it had created a photo album. It had taken photos stored on my phone from last year and put them together in a single...
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