Presidential Elections and the Market

FI Episode06

Many of our clients ask about the impact that the outcome of the presidential election may have on investments, markets, and general economic stability. Historically, on average, regardless of which party has taken the presidency average returns have been right around the same. The most important part of the upcoming election as it pertains to […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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