Paige Valchuis, CFP

12/21/2018

Ugly sweater party in full swing🎄👌🏻❤️

12/19/2018

It’s the most wonderful time of the year 🎶

11/21/2018

Shoppers will have to wait until Black Friday for holiday deals at these retailers that will be closed on Thanksgiving.

Though holiday deals seem to be creeping earlier ahead of Black Friday — turning the entire week into a shopping extravaganza — many retailers are staying closed on Thanksgiving to let workers spend the day with their families.

11/13/2018

The Tax Cuts and Jobs Act of 2017 changed what you can deduct in 2018 and beyond. Familiarize yourself with the changes and talk with your tax advisor about strategies to minimize the impact on your tax bill.

With the 2018 tax act in effect, planning for April returns is crucial. Review these year-end tax tips to help you offset high tax bills and stay on track.

11/09/2018

Last week, the S&P 500 had its best weekly gain since March. Our Chief Market Strategist David Joy explains the rebound.

After establishing a new closing low for the recent downturn last Monday, U.S. equities staged a strong three-day rebound.

11/08/2018

Client event at GrandTen Distilling 👌🏻

10/26/2018

The S&P 500 hit another record last week but pressure points are looming in Q4.

Mike Santoli assesses what, if anything, could force the bulls to play defense again heading into the end of the year.

10/24/2018

10/19/2018

Thank you Ebru & Robin for joining me at Strega - Waterfont/Seaport last night!!

10/18/2018

Doggie bag treats for my dog loving clients ❤️

10/17/2018

Juniper is the cutest Pumpkin pup!! 🎃🐶 Thank you Anna & Pete !

10/16/2018

Behind the scenes 📸📸 love our team!!