Wealth Management

Do Rising Gas Prices Indicate Inflation Troubles?

By EWM / July 12, 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 […]

Uncover New 401(k) Opportunities

By Todd Perry, CFP, CIMA, CPWA / July 7, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors […]

What Happens After the Drawdown

By EWM / July 6, 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 […]

Saving and Enhancing Lives in the Community

By EWM / June 6, 2021

Discover how lives are literally being saved and enriched by two amazing organizations, Work Skills and Fund-a-Life.

Wellness and Life’s Second Half with: Broadcaster Chuck Gaidica

By EWM / June 1, 2021

Discover what Chuck Gaidica has been up to in recent years and interesting insights about him not many people know. Chuck discusses how to live the ‘second’ half of our lives with meaning and wellness.

Learn why Ken says, “When life gives you Lemon Sharks…”

People holding hands

Loving Conversations: Long Term Care

By James A. Plaskey, Jr., CFP® / June 1, 2021

It is never too early to discuss long-term care options with your loved ones. The possibility of needing long-term care exists for every person, yet, why is it often difficult to have that conversation with elderly parents or aging loved ones?