Equifax Debacle 101

    Sep 13, 2017 | By: Michael Blanchard

    Are you one of 143 million American consumers affected by the Equifax data breach?

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    Packing for our Get It Together blog journey

    Jul 5, 2016 | By: Mark W. Vermillion

    We have been looking forward to beginning our approximately 2 year “blog journey” through Melanie Cullen’s outstanding book/tool Get It Together. Our destination? Peace of mind and providing ...

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    The first quarter of 2016 served as a great reminder that what goes down can also go back up.

    May 3, 2016 | By: Mark W. Vermillion

    In the over 50 quarters we have been providing investment management services we don’t remember a quarter that illustrated this important reminder so neatly and succinctly! Some are more wobbly than ...

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    Early 2016’s market volatility, what’s next?

    Jan 30, 2016 | By: Mark W. Vermillion

    Are you asking yourself “What in the world is going on with the market lately?!?” We think that’s a great question. Download (below) the fourth quarter update letter we recently sent ...

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    Get It Together: This financial organizer will help you put everything in one place

    Jan 29, 2016 | By: Mark W. Vermillion

    For our first of many blog posts on our favorite record and key-information organizing tool/book called Get It Together we are extremely honored and pleased to share this welcome message from the author herself, Melanie Cullen. Learn more here:

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    2016 Financial Goals and Resolutions – How Are You Doing?

    Jan 31, 2016 | By: Jennika Lee

    If you are like me, you made your 2016 resolution list a little over a month ago. How are you doing with your short- and long-term financial goals? Here are examples of resolutions to add to your list. ...

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