Our initial goal was to raise $240,000 to support 20 survivors with a year of comprehensive aftercare services. But because of our community, we raised $302,675! That means an additional 5 survivors of human trafficking can receive care as they bravely pursue a brighter future. I am so proud of our team and being involved…

The investment committee recently met, so as always, we wanted to keep you up to speed with our discussions and thoughts as we continue to keep a close eye on the economy, the markets, and our strategies. What we like about the market and economy: Unemployment remains low Companies are still profitable despite inflation and…

On this week’s episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.

Tax season can often feel like a whirlwind of stress and last-minute scrambling. But what if there was a way to breeze through filing next year’s taxes with confidence and ease? By taking proactive steps now, you can set yourself up for success and make the process smoother when tax time rolls around. Here’s a…