by Christopher Vassallo | Apr 27, 2016 | SWWM, Uncategorized
After the Proposal “To Do” List: 5 Wedding Day Tasks for the Newly Engaged (click here to download in pdf format) Want to review your financial situation with a pro? Fill out the form below for a free consultation. After The Proposal Consultation Form Name...
by Savvysite | Oct 20, 2015 | SWWM
We recently moved to a new location. Please join us for an open house on Thursday, October 22nd from 5:30 -8:30 p.m. Drinks, food and music will be provided.
by admin2 | Mar 16, 2015 | SWWM
Start 529 Plan Early Ok, this is probably not news to anyone who has children, but it is darn expensive to rear them. The U.S. Department of Agriculture recently released the actual facts and figures in its “Expenditures on Children by Families, 2013” report. How does...
by admin2 | Oct 9, 2014 | SWWM
Who is the better investor, a man or a woman? If you have been in the financial advisory business long enough, you begin to discern certain patterns when it comes to gender differences when it comes to investing. First of all, in the vast majority of cases (and it...
by admin2 | Oct 9, 2014 | SWWM
The markets have returned to volatility lately. Every time the market looks like it’s headed down, we see people on TV start predicting that this is the start of a down market. So here is how we see things right now. First, the stock market has not had a big...
