Archived Blogs

2018 Tax Changes You Need to Know

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

Video: Financial Literacy for Children



Market Volatility

October 11, 2018

Dear Valued Investor:

Video: The Importance of Financial Goals

These are the obstacles we all face in trying to achieve our financial goals:


Video: 6 Easy Organization Tips to Take Time off of Taxes

As the saying goes there are two things that are inevitable: death and taxes.


Seek First to Understand, then to be Understood By Jeff Alexander and Jack Lawlor

     In the field of financial services, I am constantly engaging with clients and trying to develop mutual relationships that can benefit both the client and I.

Fall Fun By Kristen Vicente

     Fall is my family’s favorite time of year.  All of our birthdays are within six weeks of each other starting at the end of August and into the middle of October.  The last couple of years we have even had two weddings and I know that it is a beautiful time of year to get married because my own wedding anniversary is in the beginning of October.  We just

Video: Retire to Happiness - Tips to Thrive in the Next Chapter of Life

Let your golden years shine when you set a vision of what you want your life in retirement to be with these tips on family, health and more!


Anniversary by Jeff Alexander

     “It has been 1 year since I decided to become an independent financial advisor, it was the hardest decision in my professional life, however, it has also been the most rewarding.

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