Our commitment to our clients during the Covid-19 pandemic

Mar 16, 2020 |Heather Lebar

It may be difficult to focus on the outlook for financial markets when the welfare of our clients, family, and friends is top of mind. Nevertheless, putting events that affect the markets into perspective is an important responsibility of ours.

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The Art of the Scam

Jan 22, 2020 |Heather J. LeBar
Every day on social media I see a warning about a scam going around and it sure seems like the scammers get better and more creative every year. Some of the common scams are: Identity Theft Romance Scams Phishing and smishing (phishing by text) Tax scams...
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