What’s on our mind? You can read about it in our blog. Our goal is for you to find a window into our minds, our thought process, our philosophies. So keep checking in. We’re glad to have you reading along.
Todd Curry, MBA, CFP® |
Tuesday, March 26, 2024
As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...
Read More
Todd Curry, MBA, CFP® |
Tuesday, March 12, 2024
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...
Read More
Todd Curry, MBA, CFP® |
Monday, February 12, 2024
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
Read More
Todd Curry, MBA, CFP® |
Tuesday, February 6, 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
Read More
Todd Curry, MBA, CFP® |
Tuesday, January 23, 2024
It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...
Read More