Join us on April 12th for our next 30-minute market update. This live webinar, hosted monthly, provides clarity into what our portfolio management team is thinking about current market conditions and confidence in our team's Compass Portfolio Process. Each session will answer new questions, review timely topics, and elaborate on the market commentary provided in our monthly newsletter. These sessions are open to family and friends and the WebEx link can be forwarded to those you think may be interested.

Join us on May 17th for a 30-minute market update. This live webinar, hosted monthly, provides clarity into what our portfolio management team is thinking about current market conditions and confidence in our team's Compass Portfolio Process. Each session will answer new questions, review timely topics, and elaborate on the market commentary provided in our monthly newsletter. These sessions are open to family and friends and the WebEx link can be forwarded to those you think may be interested.

Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.

What does “feeling your BEST” look like? Let’s find out!