What a great response!! Thank you all for taking the time to add your thoughts and comments. Since I had the fun task of reading through all of the comments, I decided that I would just make a new Top 10 List from all of the submitted comments. These are in no particular order – but they are all great!
Each year, there is a flurry of excitement when the efforts of our team and our clients are realized in the form of industry award recognition. But this year, we are over the moon with excitement and pride as Dr. Michael Allen will be honored with the Ellis Island Medal of Honor at a black-tie gala reception in the historic Great Hall on Ellis Island next week!
Well, it’s March and with it comes the dreaded tax season. While preparing your taxes, you’ll likely take some time to evaluate the performance of your investments and retirement planning efforts (if any). The good news is that a slight rally in the market over the past quarter or two means we may not fear opening those 401K statements as much as we have in the past few years.