Business

Team in Transition

By Rose Circo

After many years of faithfully serving our clients, utilizing her extensive experience in the financial services, Sandra Murphy has fully retired. She will be spending more time with her family, especially her grandchildren, to love and support them in their ventures....

What about the 2018 (midterm) elections?

By Ralph Bender, MBA, CFP®

The midterm elections are about a month away, and lots of clients are asking about their potential impact on investments. The political prognosticators call for the House of Representatives to flip to control of the Democrats while most think the Senate will remain in...

That New Car Smell

By Ralph Bender, MBA, CFP®

Light vehicle sales have been constantly improving since the recession ended nearly six years ago, with annualized sales volume surpassing the 20 year average of 15.5 million vehicles about two years ago, and breaching the 17 million annual rate this past spring ....

Great by Choice

By Jim Collins & Morten T. Hansen

Great by Choice is the third of Jim Collins’ books which I have read and enjoyed. This one struck me as being not only about building a business but about many of the principles which should apply in managing one’s personal net worth as well. “10...