The Small Cap Recovery

Small caps, which are public companies with market capitalizations under $2 billion, are up 23% in October and November due to a combination of three factors. Small cap companies, which are public companies with market capitalizations under $2 billion – and as low as $300 million – make up a large portion of the U.S. […]

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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