Our very own Laura Webb was quoted in a NY Times article of this past weekend. Way to go Laura. In the article, it discusses the mostly unrecognized burden on gaining an inheritance. Typically, this is the last connection we have with a loved one, and you want to make sure you are being a good steward of that legacy. … Read More
What the Little Black Dress and Value Investing Have in Common
September 24, 2019 Written by: Laura Webb, CFP® Anyone that knows me knows that the color I wear most frequently is black. Yes, my closet is a sea of black with a smattering of other colors. Same with my shoes – mostly black with a variety of heel sizes and styles. There are so many reasons why black is my … Read More
A Plan for All Seasons Fall 2019
TIE UP LOSE ENDS WITH A BOW After a successful year, it’s great to relax a bit and enjoy the holiday season. But you also want to finish strong. It’s a good idea to work with your advisor to identify opportunities for tax-deferred growth, as well as tax-advantaged investment and charitable giving options, as the year comes to a close. … Read More