Thanks for taking a look at our updated website and blog! We have been hard at work to make the website compelling and relevant. We have also changed the look and functionality of our blog and we invite you to follow us by submitting your email address. When a new item posts, you will receive an email alerting you with a link to the item. We plan to add one or two new topical items per month and hope that you will find them interesting. Some other new blog functions include the ability to easily email an item to a friend, or to post it to your own blog. You will also be able to share the post through your own Twitter and Facebook pages.
We also hope that you spend a few minutes going through our website and checking out all of the content. New to the site, is information related to the client experience, FAQ’s or general questions and answers as well as information about our strategy and philosophy. In the “Client Center,” you are able to access your portfolio documents and can access many tools, such as a 1040 tax calculator and an amortization calculator. In the “Information Center,” you will find Financial Briefs, Featured News and Articles of Interest. You will want to check this area monthly for articles that may be helpful to you.
We hope you look forward to our monthly updates and we look forward to serving you.