Key Insights From the Fed’s Latest Meeting for Today’s Investors
May 5, 2026
The Federal Reserve concluded its April 28–29 meeting by keeping interest rates…
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Client Pizza Party at BJ’s Restaurant & Brewhouse
April 23, 2026
We had a full house at our Client Pizza Party at BJ’s…
Read More...Q1 2026 Markets Shift From Momentum to Caution
April 2, 2026
The first quarter of 2026 began with momentum but ended with increased…
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Supporting Our Local Ministries
March 4, 2026
We are glad to support Eastern Area Community Ministries. EACM serves families…
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Day at the Movies
March 2, 2026
We had a wonderful time at our “Day at the Movies” client…
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Fall Wine Tasting – 2025
December 11, 2025
Everyone had a great time at our client social on Monday, October…
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Client Pizza Social
December 11, 2025
Thursday August 21st. What an incredible night at Craft House Pizza! A huge…
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Holiday Pie Giveaway
December 11, 2025
We want to extend our heartfelt thanks to everyone who joined us…
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A Perfect Day at Huber’s Orchard & Winery: Client Event Recap
October 18, 2024
On Saturday, October 5, 2024, we had the pleasure of hosting a…
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The Vision Map: Our Planning Process
September 27, 2023
“By failing to prepare, you are preparing to fail.” — Benjamin Franklin.…
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Our Philosophy
August 26, 2023
“Disappointment is inevitable. But to become discouraged, there’s a choice I make.”…
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Our Mission
June 14, 2023
“We must have the clarity of vision to see the difference between…
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