Category Archives: General

Christmas Client Appreciation Event 2021

Thank you to the 1,400 clients who came out to see Steven Curtis Chapman live at our Christmas Client Appreciation Event on Tuesday, December 7. Christmas is All in the […]

Understanding Cryptocurrency

A Guide to the Risk and Opportunity of Digital Money What is cryptocurrency? In late 2009, the financial world was revolutionized with the invention of Bitcoin, the first successful cryptocurrency. […]

Client Christmas Event 2019

We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal.  Special guests Point […]

Client Christmas Event 2018

We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal.  Special guest Fernando […]

Client Christmas Event 2017

Thank you to everyone who joined us last Tuesday for our annual Client Christmas Event! We were blessed to enjoy your company, great food, and Christmas Blessings from Laura Story!  

Is an ETF better than a Mutual Fund?

Exchange Traded Funds (ETFs) hold an advantage over mutual funds. ETFs are similar in that shareholders of both will pay any tax due on the income, dividends and short-term capital gains […]