Here is the list of courses I completed for the CPM credential (which is pending an NYU program now rescheduled for September):
1. Code of Ethics
It's been a busy year, but I have continued to develop my professional knowledge to better serve our clients.
1. This week, I finished up the online
As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the
While a time period like the first 4 months of 2022 when account values are shrinking is certainly painful to watch - I wanted to share one of the top value
In looking at factors that have indicated improvements for the first quarter of this year, the recent stock market drop may come as a surprise. What caused the
We hope everyone is staying safe and getting to enjoy summer at least somewhat - even if things are quite a bit different.
The markets have certainly started
The news continues to get scarier - mainly because of all the changes to daily life and interruptions to plans. Our very own office manager Sheila WAS supposed