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April 3, 2020News

New Client Web Portal Update

If you are unaware, we have a NEW and more updated online web portal allowing you access to view your accounts/reports. As with everything, technology changes – and the new web portal already does more than our previous one. If you hav...

March 23, 2020News, Photos, Videos

2020 STOCK MARKET UPDATE

Click to View the PDF We just wanted to give you, our clients an update regarding the marketplace and where we are. As stated earlier in our previous post regarding our Business Continuity Plan, we are still actively managing your portfo...

March 23, 2020News, Photos, Videos

2019 TAX RETURN UPDATES

2019 TAX RETURN UPDATES – EFFECTIVE IMMEDIATELY Due to the COVID 19, the IRS has extended the federal deadline for filing your 2019 Tax Returns from the normal April 15th deadline to July 15th of 2020, effective immediately. Therefore,...

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