By Roger A. Shake, CFP®, RLP®, CeFT®                            April 2020 In response to the unfolding COVID-19 global pandemic, President Trump, on March 27, 2020, signed into law the [...]

April 2020 Steve shares his brother’s experience after testing positive for COVID-19.

We decided last November to support Metrocrest Social Services this holiday season as our community service project.  In addition to donating our time, we wanted to provide them with much needed [...]

By Steve Wachs, CFP®                                                      May 2018 I was fortunate to recently hear Condoleezza Rice speak at a conference. From North Korea to Russia to Syria to [...]