Investment Management

Financial Planning, Investment Management

Questions to Ask a Financial Planner Before You Hire One

By Katie Burke / October 9, 2026

If you’re thinking about working with a financial planner for the first time, knowing what questions to ask is one […]

Articles, Financial Planning, Investment Management, Retirement Planning

401k vs Roth IRA vs Roth 401k: Which Is Right for You?

By Celeste Ramirez / July 2, 2026

If you’ve been trying to figure out where to put your retirement savings, you’ve probably run into three different account

Financial Planning, Investment Management, Retirement Planning

How Long Will My Retirement Savings Last?

By Celeste Ramirez / April 24, 2026

You’ve spent decades building your retirement savings. You’ve made the contributions, stayed the course through market swings, and done all

Articles, Financial Planning, Investment Management, Money Mindset

Stock Options & Equity Compensation: What Young Families Need to Know

By Katie Burke / November 25, 2025

If you work in tech or a fast-growing company, there’s a good chance a portion of your income comes in

Articles, Investment Management

Getting the Good out of a Volatile Market

By Katie Burke / July 21, 2022

Staying calm and refraining from making rash decisions are the two most critical things to keep in mind when facing

Create an Investment Strategy that Works for Your Personal Situation

Articles, Investment Management

Create an Investment Strategy that Works for Your Personal Situation

By Katie Burke / October 19, 2021

It’s never been easier to access a range of investment options. Today’s investor can buy stocks across a range of

Expanding Women’s Financial Horizons: Do Women Make Good Investors?

Articles, Investment Management

Expanding Women’s Financial Horizons: Do Women Make Good Investors?

By Katie Burke / June 1, 2021

In today’s world there is increasingly less space for stereotypes. You can feel it in all the little movements; little

Articles, Investment Management

Growing Your Savings

By Katie Burke / September 18, 2019

Most of us have a savings account at the bank where we do our everyday banking. We don’t think much

Articles, Investment Management

I Don’t Pay For My Investments…Wait, I’m Paying How Much???

By Katie Burke / May 25, 2017

Question: Do you know how much you are paying in fees in your investments accounts each year? Unfortunately for

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.