April 7, 2025
Client Communication
August 7, 2023
Fidelity Institutional® (Fidelity) Custodian Transition
June 29, 2023
TD Ameritrade (TD) / Charles Schwab (Schwab)
June 28, 2023
TD Ameritrade (TD) / Charles Schwab (Schwab)
May 19, 2023
Debt Ceiling
March 24, 2023
Market Update
May 19, 2022
Tough Love
May 4, 2022
Client Reassurance
April 11, 2022
Organizational Update
November 22, 2021
New Logo / Website Launch
April 21, 2021
Organizational Announcement: Melanie Wolfert
March 8, 2021
Financial Independence Charitable Fund
January 13, 2021
Paycheck Protection Program Re-opens
November 19, 2020
CFP Announcement: Kevin Pierro
November 9, 2020
Post-Election Update and Veterans Day Recognition
July 21, 2020
Organizational Update: Jude Capalbo
June 25, 2020
Coronavirus #17 Update and Outlook
June 5, 2020
Coronavirus: Paycheck Protection Program Flexibility Act
May 18, 2020
Coronavirus: Paycheck Protection Program, Loan Forgiveness – continued
May 11, 2020
Coronavirus: Student Loan Relief
May 8, 2020
Coronavirus: Paycheck Protection Program, Loan Forgiveness
April 24, 2020
Coronavirus: Small Business Assistance part 2
April 21, 2020
Coronavirus: Update and Outlook
April 20, 2020
Coronavirus: Save Small Business Fund
April 2, 2020
Coronavirus: Small Business Assistance
April 1, 2020
Coronavirus: Required Minimum Distributions Waived
March 27, 2020
Coronavirus: Update and Outlook
March 18, 2020
Coronavirus: Update – We are Here for You
March 13, 2020
Coronavirus: Precautions – Office Operations
March 12, 2020
Coronavirus: Update on Market Impact
February 28, 2020
Coronavirus: Update on Market Impact
January 30, 2020
Coronavirus: Perspective on Current Events
January 3, 2020