UPCOMING EVENTS
“From educational dinner seminars to a cup of coffee and a second opinion, my goal is simple…to serve.
Education is an important part of all of our client relationships. We believe that the more relevant information you have access to about your finances, the more empowered you will feel to make the best decisions for you and your family. We want to help you understand how changes in the financial environment affect your goals. In addition to ongoing interactions, we offer complementary workshops, seminars, and newsletters.
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EVENT TOPICS INCLUDE:
Retirement Planning
Social Security
Long-Term Care Insurance
Holistic Financial Planning
Leaving a Legacy
Let us know if you or someone you know might be interested in learning more about a topic you see on our website. We’d be happy to schedule some time to share our knowledge and experience.
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RECENT ARTICLES
Market Commentary | April 6th, 2026
Weekly Market CommentaryApril 6th, 2026Week in Review Economic data released last week reflected continued moderation across several areas of the U.S. economy, alongside persistent inflation pressures in select sectors. Business activity indicators were mixed, with...
April 2026
April- NEWSLETTER -2026Something PersonalThe Tadman’s Discover Another Secluded Island ParadiseThis month, the Tadman family had the opportunity to embark on a trip we’ll remember for years to come. For the first time, our two oldest daughters, Cali and Bryley, stayed...
Market Commentary | March 30th, 2026
Weekly Market CommentaryMarch 30th, 2026Week in Review It was a short and relatively light week for economic data, but the releases still provided a useful snapshot of the economy. The main focus was the March flash Purchasing Managers’ Index (PMI) data, where S&P...
FOLLOW US
RECENT ARTICLES
Market Commentary | April 6th, 2026
Weekly Market CommentaryApril 6th, 2026Week in Review Economic data released last week reflected continued moderation across several areas of the U.S. economy, alongside persistent inflation pressures in select sectors. Business activity indicators were mixed, with...
April 2026
April- NEWSLETTER -2026Something PersonalThe Tadman’s Discover Another Secluded Island ParadiseThis month, the Tadman family had the opportunity to embark on a trip we’ll remember for years to come. For the first time, our two oldest daughters, Cali and Bryley, stayed...
Market Commentary | March 30th, 2026
Weekly Market CommentaryMarch 30th, 2026Week in Review It was a short and relatively light week for economic data, but the releases still provided a useful snapshot of the economy. The main focus was the March flash Purchasing Managers’ Index (PMI) data, where S&P...