Financial Principles

05/22/2026

As we all celebrate the unofficial start of Summer this long weekend, take a moment to remember the true meaning of Memorial Day. We at Financial Principles are grateful to all those who paid the ultimate sacrifice for our freedoms. As a reminder, our office will be closed on Monday, May 25th, in observance of the holiday.

05/08/2026

We want to wish all the Mothers in our lives the happiest of Mother's Days. We hope that this weekend brings you joy and relaxation!

04/22/2026

Happy Administrative Professionals Day! A huge shoutout to Christine, Colleen, and Monica for their incredible support, dedication, and attention to the needs of our team and more importantly--clients! Our team wouldn’t run this smoothly without you! Thank you!

04/14/2026

We are proud to announce that Bradley Bofford, CLU, ChFC, CFP, has been named to the 2026 Forbes list of Best in State Advisors!

It is a great recognition and we congratulate Brad on this well-deserved honor!

Click here to read more:

We are proud to announce that Bradley Bofford, CLU, ChFC, CFP, has been named to the 2026 Forbes list of Best in State Advisors!  It is a great recognition and we congratulate Brad on this well-deserved honor!  See the full list by clicking here. This rating was provided on April 7, 2026 by Forbes...

03/10/2026

Headlines print, investors grapple with uncertainty, volatility rises, oil prices surge, and safe havens such as Treasuries rise as investors flock to perceived safety. This is the typical pattern of markets and investor behavior in the wake of geopolitical events. Yet, more often than not, investors realize that most geopolitical issues are contained and only indirectly impact domestic growth and earnings and markets calm down and get back to trading on fundamentals. Check out our thoughts on Oil, Iran, and the Markets: https://smpl.is/ai1wa

12/30/2025

Happy New Year! We at Financial Principles wish you nothing but health, wealth, and happiness for the year ahead! As a reminder, our office will be closed at 1:00pm on Wednesday, December 31st, and we will reopen on Friday, January 2nd.

12/23/2025

From all of us at Financial Principles--Merry Christmas! May the spirit of Christmas fill your heart with love, joy, and peace (and of course, may Santa bring you everything you wanted). Please note that our office will be closed at 1:00 pm EST on Christmas Eve and will reopen on Friday, December 26th.

12/23/2025

We had a great time at our office "Ugly" Christmas Sweater Lunch. Can you guess who won ugliest sweater? 😜

12/14/2025

Chag Sameach! May your Hanukkah be full of blessings and joy.

12/02/2025

It's Giving Tuesday! Are you supporting a charity today? Check out our Charitable Giving blog on some giving strategies to help boost the tax benefit and increase the impact of your gift! https://smpl.is/aeldb
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11/26/2025

It is never lost on our team how lucky we are to have such wonderful clients, colleagues, friends, and partners.

On this Thanksgiving holiday, we want to take the opportunity to express our gratitude for the trust and confidence that you place in us each and every day. Thank you for being the best part of the Financial Principles Team.

Sending you all of the best for a Happy Holiday Season and a happy, healthy, and prosperous New Year!