Flagship Focus: Timely Insights & Market Trends

Flagship Focus: Timely Insights & Market Trends

The holidays are near and last year one third (34%) of all Americans went into credit card debt shopping for gifts. These numbers are trending down slightly, from 35% in 2022 and 36% in 2021 bringing the average debt packed on during the holiday rush to $1,028 last...

Cultivating Financial Growth


Cultivating Financial Growth

As springtime approaches, it serves as a timely reminder of the importance of planting seeds for future financial enjoyment. Just as a gardener carefully tends to their garden, if we nurture and cultivate our investment portfolios, we can help maximize the opportunity...
The Nine-Hour Tax Preparation Marathon

The Nine-Hour Tax Preparation Marathon

According to the IRS, the average non-business taxpayer invests a total of nine hours completing their income tax return. This includes an average of three hours for organizing records, one hour for planning, three hours for preparing the return…, hours...