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August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...
Making informed investment decisions that are right for you on your own is no small task. Even with a firm understanding of financial markets, the state of the economy, and your financial situation, it takes a professional to wade through all of the available options and choose the right blend for you.
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Our position as independent advisors allows us to analyze your situation, understand your goals, and then search the entire marketplace for the companies, products, and investments that fit into your portfolio. Our knowledge and resources are here for your benefit, to not only help you make the right investment decisions, but to incorporate that into your larger financial picture.
RECENT ARTICLES
August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...