TYPES OF INVESTMENTS

by Katie Brown | Sep 10, 2021 | Investment

TYPES OF INVESTMENTS You have a variety of options when pursuing an investment portfolio. FIRST-TIME INVESTORS OFTEN FIND THE PROCESS INTIMIDATING. AND LET’S BE HONEST: EVEN THOSE WITH AN EXTENSIVE PORTFOLIO MAY STILL NOT QUITE UNDERSTAND THE COMPLEXITIES ASSOCIATED...

MAKING SENSE OF LIVING TRUSTS AND WILLS

by Katie Brown | Sep 3, 2021 | General

MAKING SENSE OF LIVING TRUSTS AND WILLS What’s the best option for you when looking to transfer your estate to your heirs? AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS AREESSENTIAL. AND WHILE LIVING TRUSTS AND WILLS...

AD JuiceBox Summer Catch-Up (Aug 4th)

by Katie Brown | Aug 30, 2021 | General

AD JuiceBox Summer Catch-Up  We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures:  All indices are unmanaged and may not be...

Happy Financial Awareness Day

by Katie Brown | Aug 13, 2021 | General

HAPPY FINANCIAL AWARENESS DAY  We all know that managing our finances is really important! But what exactly does that mean? Well, in honor of National Financial Awareness day I’m here to shed some light on this oh-so-important topic. There are statistics everywhere...

HOME REFINANCE OPTIONS

by Katie Brown | Aug 6, 2021 | General

HOME REFINANCE OPTIONS We look at the major options for refinancing your mortgage, each with their own advantages and disadvantages. THERE ARE SEVERAL COMPELLING REASONS FOR REFINANCING YOUR HOME MORTGAGE. INTEREST RATES MAY HAVE FALLEN, AND REFINANCING CAN PROVIDE...