Bond Investments in a Rising Interest Rate Environment

  Frequent headlines over the last few months reference two similar messages: “Death of the 60/40 Portfolio” and “Higher Rates Spell Inflation Doom.” Both warnings are about our current environment of rising interest rates and lower investment expectations for bond investments. It’s a tough pill to swallow because we’ve been in a falling interest rate […]

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.

Skip to content