Creating New Habits

Written by:  Elissa Wurf “We are what we repeatedly do.  Excellence is not an act, but a habit.”   Will Durant, summarizing a key idea from Aristotle’s Nicomachean Ethics This final post in our blog series on goals will address creating new habits, the way you...

(Financial) Planning for Vacation

Written By: Jen Pieson Spring has officially sprung (although it’s been a bit difficult to tell, with all of the recent snow!) and before we know it, summer will be here. There are a lot of ways to be proactive about making sure your summer travel plans run...

Michael Joyce Advises on Handling Market Volatility

Lehigh Valley Business published an opinion piece by Michael Joyce about strategies and economic forces that should allay concerns about current market volatility. Having long-term goals and objectives, and matching your portfolio’s asset allocation to that time...

Annual Client Survey Results for 2017

Written by:  Adrienne Martin We are very grateful to those who participated in our annual client survey at the end of 2017 and wanted to take a moment to update you on the findings. As always, we will use the insights gained through the survey to guide our initiatives...