Don’t Skip Your Fall Financial Check-Up
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Don’t Skip Your Fall Financial Check-Up

Especially given the havoc that COVID-19 is having on our economy, now is the right time to review your financial system.

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Be Frugal . . . But Never Cheap!

Discount online brokerages and easy to use apps don't replace the value presented by a trusted financial advisor - someone to look out for your needs.

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Time to do the Math

Jen and I have been extremely busy over the past few weeks talking “virtually” with clients to review their financial systems and to discuss how each of them has been…

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The Rivalry of the Bulls vs the Bears

Like most weekends, the first weekend of 2020 was the same for the Cutter home. After church, Maeve drove Phoebe and Sophie over to “Coffee ‘O” on Main Street to…

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Investment Strategies from the Uber-Wealthy

Anyone who knows me or reads this weekly column knows that I’m not an avid gambler. I really never have been. Whether we’re talking about a night at the casino…

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