Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

February 19, 2021

Sunshine is on the way:)

Message from Our Founder

February 12, 2021

Make sure you have an Umbrella and don’t forget Valentine’s Day!

Message from Our Founder

February 6, 2021

Markets are back up! And can Tom Brady win another Super Bowl?

Message from Our Founder

January 30, 2021

Crazy week for the markets!!

Message from Our Founder

January 22, 2021

Enjoy the Sunshine and State of the Market for 2021

Message from Our Founder

January 15, 2021

Message From Our Founder: New Administration will be in, tax changes are coming!

Message from Our Founder

January 8, 2021

Message From Our Founder: Happy New Year!

Message from Our Founder

December 18, 2020

Message From Our Founder’s Daughter Part II: Merry Christmas & Not Feeling Bad for Congress

Message from Our Founder

December 4, 2020

What a way to start December!!

Message from Our Founder

November 20, 2020

Meet Jeremy Baltz & Happy Thanksgiving!

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Or give us a call at 919.852.1215.