He stuck out his big paw. Even if you had thirty years on him, he would still overpower you. Even as I grew and got stronger, I was never a match for Uncle Gerry. Years working for Norfolk Southern had a way of leaving their mark. I miss that handshake more than I thought I...

People often assume that because I work at an investment firm, I came in with a deep background in finance or that I track the stock market every day. The truth? I didn’t start this role with either of those. What I did bring was a willingness to learn, a strong attention to detail, and...

Over the past week, almost all my client meetings have centered around estate planning. We had three different clients building their estate plan with their attorneys in our office, updated beneficiary information for a client’s IRA, navigated the real estate sale for a deceased client’s family, and walked a family through the specifics of the...

Here are five things you’ll likely spend the most on over your lifetime (in no particular order): Cars – National average new car price: $48,000 Weddings – National average cost: $33,000 Homes – National median home price: $415,000 in 2025 (up 4.5% from 2024) Education – Estimated lifetime cost: $40,000 – $175,000 Funerals – Median...