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Tuesday, July 20, 2021

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

Thursday, June 17, 2021

Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...

Friday, May 14, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Saturday, April 17, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Friday, March 19, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes! The Treasury Department and Internal Revenue Service has announced that...

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Wednesday, February 17, 2021

Many people wish to take the reigns of their investing and account management. And that is totally OK for the right person! However, a common denominator is we are all human, and as humans, we have our own bais, beliefs and emotions...

Wednesday, April 8, 2020

In Part 2 of the Target Date Fund series we will discuss if target date funds can deliver predictable retirement income. And what risks should be reviewed?

Wednesday, April 8, 2020

What is a Target Date Fund? How do they work? Watch this video to learn more and also see how not all funds are invested equally.

Tuesday, September 24, 2019

Technology advances have made our life a lot more simple; from keeping in contact with friends and family and even completing transactions. But as we know, with news of data breaches and concerns of scams, hacks and identity theft,...

Wednesday, August 28, 2019

What were your fondest childhood memories? What is the farthest experience or fact you can remember? For me I have a few, that are clear as day. Like the first time I ate a Bojangles Cajun Filet Biscuit, I was probably around 7 years...

Monday, August 19, 2019

Andrew Rose has served on StepUp’s board for the past two years, but his StepUp journey began in 2009 when he was invited to take a tour of the Life Skills program. StepUp serves approximately 160 adults in its Life Skills...

Friday, August 2, 2019

Happy to share this video montage of some of our #CapitolCares events throughout the years. https://plus.smilebox.com/play?g=adb7de5b-f5d4-4104-b277-9a4244153c94

Thursday, January 10, 2019

Another New Year has come and 2018 is in the history books. This is also a new chance for the stock market to move on from 2018 and do what it does best, go up! The end of 2018 was not good to equity markets and our investment...

Thursday, December 28, 2017

Andrew Rose and Will Smith Inaugural Vlog

Tuesday, August 29, 2017

It’s August, as many would call the “8th inning of summer” or the “Sunday of the week”. Nonetheless, days are slowly getting shorter and kids are going back to school. Another season is gradually coming to...

Thursday, August 24, 2017

History. Everything and everyone has a story and a past. All of us have some attraction to events and places of the past and a desire to relive the stories of long ago. Think of the millions of visitors per year visiting The Colosseum...

Thursday, June 22, 2017

This month I was able to celebrate the second birthday of my niece and nephew, Avery and Gabriel. My wife and I became an uncle and aunt back in September of 2012 and since then my sister and brother-in-law have brought four amazing...