Johann Azzopardi at Congress Street Financial Group

03/25/2026

It is my privilege and honor to share that I have been approved as a 2026 Million Dollar Round Table (MDRT) member with additional membership levels of Court of the Table and Top of the Table.

Being part of this distinguished group of financial professionals for 18 years, including 5 years at Top of the Table, is a milestone that reflects continued commitment to excellence, service, and growth in our profession.
I’m deeply grateful to my clients, colleagues, and family for their trust and support—your belief makes this achievement possible. Here’s to another year of learning, connection, and helping others achieve financial confidence.

03/07/2026

There are conferences, and then there’s this.
I just got back from Phoenix where I attended the Prudential & LPL Wealth Management Forum — reserved for just the top 100 Prudential investment professionals in the nation.
The agenda was packed with insights from some of the industry’s most respected firms — the kind of research and thinking that doesn’t make it to a newsletter or a webinar. And beyond the formal sessions, the real gold comes from the hallway conversations, the shared perspectives, and the open exchange of ideas with peers who hold the bar just as high as you do.
We invest in these opportunities because YOU deserve a team of advisors who are always learning, always growing, and always connected to what’s happening at the highest levels of our industry.

01/01/2026

12/10/2025

This summer, we were humbled and inspired by the chance to listen to and meet Michael Phelps, who generously shared his Olympic winning mindset, stressing the paramount importance of perseverance, hard work, and unshakeable dedication.

11/25/2025

See key market data for the week ending November 14, 2025.

11/21/2025

A few months back, we had the chance to visit the New York Stock Exchange — a true bucket-list moment for us. Walking onto that historic trading floor was surreal. The energy, the history, the scale of what happens there every day… it hits different when you’re standing in the middle of it.

We also picked up a few cool new insights while we were there — from how modern trading systems blend with decades-old traditions, to the level of coordination happening behind the scenes that most people never see.

It was one of those experiences that reminds us why we love what we do and why staying curious always pays off

10/28/2025

See how the markets performed in the third quarter of 2025 and year-to-date.

10/26/2025

Just wrapped up an incredible experience at the 2025 MDRT Top of the Table Annual Meeting in Scottsdale, Arizona! It was inspiring to connect with so many talented professionals dedicated to excellence and success. The sessions were packed with valuable insights and best practices that will propel my personal and professional growth. Grateful for the opportunity to network, learn, and be part of such an empowering community. Looking forward to applying what I’ve learned to take the business and the team to the next level! #

10/10/2025

✅ Successful Event Today: Protecting Yourself from Identity Theft.

We had a great turnout at today’s Identity Theft Awareness & Prevention event! It was encouraging to see so many people taking proactive steps to protect their personal and financial information.

Thank you Ethan, Sarah and Steve for helping organize.

Here are a few key takeaways we shared with attendees:

🔒 1. Monitor your credit regularly.
Check your credit report at least once a year through annualcreditreport.com. Look for unfamiliar accounts or inquiries.

📱 2. Use strong, unique passwords.
Avoid reusing passwords across accounts, and enable two-factor authentication whenever possible.

📬 3. Watch for phishing attempts.
Never click on suspicious links or share personal information through email or text — even if the message looks official.

💳 4. Freeze your credit when not applying for new credit.
A credit freeze prevents new accounts from being opened in your name without your consent.

👥 5. Act fast if your identity is stolen.
Contact your financial institutions immediately and report it to identitytheft.gov

10/07/2025

A defensive strategy that focuses on value, low volatility, or dividends may help manage risk without giving up exposure to the growth potential of stocks.

10/03/2025

Sarah, our amazing Office Manager, had a recent birthday!

Sarah is truly the backbone of our practice — keeping everything running smoothly and always going the extra mile for our clients and team. We’re so grateful for her dedication, care, and positivity every single day.

Please join us in wishing Sarah a wonderful year ahead filled with happiness and success!

09/23/2025

Common stock and preferred stock are the two main types of stocks that are sold by companies and traded among investors on the open market. Each type gives stockholders a partial ownership in the company represented by the stock.