Financial Advisor

10 Holiday Shopping Tips

By EWM / November 27, 2023

Read Time: 3 MIN Planning financially for Christmas shopping is essential to manage your budget effectively and avoid overspending. Here are some tips to help […]

End-of-Year Financial Planning: Your 10-Step Checklist

By EWM / November 20, 2023

Read Time: 3 MIN As the year winds down, it’s the perfect time to review and adjust your financial plan. Whether it’s optimizing your investments […]

Navigating Open Enrollment: A Season of Choices

By Ken McMullen / November 15, 2023

Read Time: 3 MIN Open Enrollment season is upon us, a crucial time for making informed decisions about your healthcare coverage for the year ahead. […]

People conversing at a table

Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.

Are the High Valuations Dropping?

By EWM / June 1, 2021

Past performance is no guarantee of future results.  Trend signals are proprietary research of Fortunatus Investments, LLC, a Registered Investment Advisor with the Securities and […]