In 2017 Serena and Jim came to see me. Serena owned her own business. Jim was a lawyer who worked for a well-respected firm in Buffalo. The Problem Jim and Serena were $55,000 in debt, not including … [Read More...] about Case Study: One Couple’s Financial Success Story
Market Update March 25, 2019
Last week started well for investors as stock indexes continued to climb on the heels of the prior week's robust performance. However, reports of a weakening global economy prompted a sell-off last … [Read More...] about Market Update March 25, 2019
Market Update
Market Volatility Update: Extended bull markets have led to periods of decreased economic activity and often culminates in the form of a large-scale market correction. There has also been a … [Read More...] about Market Update