“Past Performance is No Guarantee of Future Results”

We’re flipping a common client disclosure quote on its head as we look at what we may expect from the markets in 2023. This common client disclosure is typically meant as a warning that positive results are not always sustainable, but what if we look at it from a different angle? Just because 2022 was […]

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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