News & Updates

Do You Own Too Much Company Stock?

by Dan Haines | Jan 5, 2021 | Financial Planning, Investments

Owning company stock can be a great way to participate in your company’s success. You may have received the stock through restricted stock units (RSUs) or stock options from your company or purchased shares directly or through an employee stock purchase program...

When is the Right Time to Refinance Your Mortgage?

by Dan Haines | May 15, 2020 | Financial Planning

For many homeowners, the mortgage payment is one of their largest expenses. With mortgage rates declining, there could be a significant opportunity to lower monthly payments.

How the SECURE Act May Impact Your Finances

by Jeff Belmonte | Jan 16, 2020 | Financial Planning

The SECURE Act could have a meaningful impact on your finances. This article will focus on five key provisions likely to affect you going forward.

Investment Lessons of the Last Two Decades

by Dan Haines | Jan 16, 2020 | Investments

As we end the decade on a high note for the markets, it is worth reflecting on the past 20 years and how we got here.

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