by Brian Ursu | Jan 6, 2021
2020 has been an unforgettable year in many ways, but today I would like to take a minute and share what we are grateful for as we head into the new year. I am truly grateful for each client… ...
by Brian Ursu | Dec 3, 2020
This year marked a year of many changes, but one in particular with our family. We got a dog. Finley Beans was introduced to our family (and to this audience) in May after searching for something to which could help bring brightness and joy to our family during all...
by Brian Ursu | Nov 5, 2020
You may not be aware of this, but starting this month there are hundreds of thousands of people participating in the crazy idea of writing a novel in a month. The NaNoWrimo movement began about 15 years ago by a nut who wanted to write. He did not set out to draw...
by Brian Ursu | Oct 22, 2020
I cannot for the life of me remember a time in our country’s history when politics were more divisive than they are right now. Never have the sides been so clearly drawn. You are either with us or against us. On our side or opposed to us. The middle is a sweet...
by Brian Ursu | Oct 21, 2020
Many of us know that it’s important to stay invested for the long-term rather than alter our investment strategies in response to fluctuations in the market (due to elections, for example). Nevertheless, many of us do so anyway and some of us experience...
by Brian Ursu | Oct 8, 2020
I know that we have all suffered from Covid-19 fatigue in some way, shape or form. If you are anything like me, you listened intently during those first few press conferences in March while simultaneously watching your investment values shrink. You may even have...