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Thursday, May 14, 2026

We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes in value are...

Wednesday, April 8, 2026

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to standard...

Monday, March 2, 2026

The Vernal Equinox is just ahead… the moment when sunlight and darkness each share 12 hours of the day. This is the moment marking a change of seasons, and the flowering of the new.May new opportunities and new joys be yours this...

Wednesday, February 4, 2026

Presidents Day is a time to reflect on the wisdom of our notable presidents, including George Washington and Abraham Lincoln. Lincoln said, "The better part of one's life consists of his friendships." This Presidents Day I hope you...

Monday, December 8, 2025

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived. For my...

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Thursday, November 6, 2025

As we give thanks this holiday season, we wanted to send a note letting you know how truly grateful we are for you, your loyalty, and the relationship we’ve built together. We deeply appreciate the trust you have placed in us to...

Wednesday, October 1, 2025

Turning 65 is the trigger point for most Americans to enroll in Medicare. This milestone birthday sets the stage for your initial enrollment period (IEP), during which you can sign up. Therefore, you need to be aware of dates and...

Monday, September 8, 2025

More than just a bookend to the summer season, Labor Day is a celebration of workers' contributions to the well-being of our country and the economy. Labor Day was first celebrated on Sept. 5, 1882, in New York City, in accordance...

Tuesday, August 5, 2025

As you’re getting your student ready for college, there’s probably a lot on your mind. However, there’s one deadline you cannot afford to miss. In some states, deadlines may be even sooner, so plan ahead if you can. To fill out the...

Tuesday, July 8, 2025

With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...

Wednesday, June 4, 2025

Summer is here, and that means it’s time to fire up the grill!! There’s just something about that smoky, charred flavor from a grill. Turns out it’s got a name! It’s called the Maillard Reaction, and it’s a chemical reaction between...

Monday, May 5, 2025

Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider disability insurance – the coverage that can help us maintain our income and...

Monday, March 31, 2025

The Oxford Dictionary defines diversity as being diverse or having variety. Diversity is greater than the sum of its parts; for humans, it includes race, ethnic origin, color, religion and creed, gender and sexual orientation, age,...

Thursday, March 13, 2025

We know life gets busy, so we wanted to remind you that it’s soon time to spring ahead! Remember to change your clocks for Daylight Savings Time on March 9th at 2 a.m. to 3 a.m. You're not alone if you think 3 a.m. is a strange time!...

Wednesday, February 12, 2025

February 14 is approaching and it’s the perfect time to let your special someone know how much they mean to you. Love is built one moment at a time, one day at a time. Whether your romance is just coming into bloom or has weathered...

Tuesday, January 7, 2025

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last year’s...

Monday, December 16, 2024

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived. For my...

Thursday, November 7, 2024

Thank you to our military personnel for the sacrifices you have made for our freedom. Happy Veterans Day!

Wednesday, October 2, 2024

While it may be hard to think of now, it’s likely you’ll need some type of healthcare or daily living assistance as you age. People often believe that Medicare covers long-term care (provided either at home or in a nursing facility)....

Wednesday, September 4, 2024

One minute you’re tooling down the sidewalk as you scroll through your phone looking for that important text message from yesterday… the next minute, WHAM! You’re broadsided as you absentmindedly step off the curb into the path of...

Wednesday, July 31, 2024

Tailgating is a uniquely American pastime. It’s a great combo: grilled food, cold drinks, friends, fans and your favorite team, all rolled up into one awesome day. If you’ve never had a tailgate party (or even if you have), it takes...

Wednesday, July 10, 2024

Investing involves risk. We all know that, but it doesn’t make it any easier to bear the endless supply of distressing headlines. Between skyrocketing inflation, bank closures, and a few years of market turmoil, it’s been difficult...

Tuesday, June 11, 2024

National Safety Month, in June, is a time to raise awareness on preventing injury and death in the workplace, on the road, at home, and in our communities. Prioritizing safety can keep you healthier, help prevent accidents, and reduce...

Thursday, May 2, 2024

Can you believe it’s already May? It’s the season of sunshine, blooming flowers, and hints of summer knocking at our doors. Between warmer temperatures, celebrating mom, and Memorial Day gatherings, May brings many opportunities to...

Thursday, April 18, 2024

So you've prepared for your goals and you believe you are on track for your financial goals. That's wonderful. What now? April is Financial Literacy Month. If you haven't put some thought into Asset Protection Strategy, now would be a...

Thursday, November 16, 2023

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...

Wednesday, August 16, 2023

We strive to keep you regularly updated with important information and news. Please find the current monthly whitepaper from Phil Blancato, Osaic’s Chief Market Strategist, attached below. This paper provides research, analysis,...

Saturday, July 15, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

Tuesday, June 6, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Bond Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...

Tuesday, May 2, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

Saturday, April 1, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

Tuesday, February 28, 2023

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...

Sunday, January 8, 2023

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...

Thursday, December 1, 2022

As the year’s final month, December brings holiday gatherings and hopefulness for brighter days ahead in 2023. Looking back at how the economy performed in November, we saw lighter holiday-week trading at Thanksgiving...

Wednesday, October 5, 2022

Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance Associates with over $2.2 billion in total assets under administration, today announced the successful recruitment of Paul Kelly, AIF®, a Financial Advisor based in...