Archive | Travel RSS feed for this section
financially fit 2

Get $ Fit Challenge- June

Traveling can be painless on your heart, mind, and wallet! Saving money on travel is a Savvy Financial Strategy for Life! Who doesn’t like to travel? Once everything is booked, travel provides peace of mind for a while and gives you valuable time with a significant other or your family. I absolutely love traveling and […]

Read full story Comments are closed
FullSizeRender

Savannah On My Mind….

This past December I took a vacation to Savannah, Georgia. I had never been there and decided it was the perfect time to go. I must say it is a beautiful place! It reminds me of a laid back version of Charleston, South Carolina. It’s full of squares that represent different people or events. One […]

Read full story Comments are closed
OasisoftheSeas

Take Time To Chill

Vacation reflections In the United States we don’t fully appreciate what it means to get away and relax!  For me, this means getting out of the country because I can disconnect from the internet, phone and news programming.  No temptation to check in or log in because I know my capable assistant, Joyce, has everything […]

Read full story Comments are closed
Walter Issacson

Leadership. Service. Innovation

Inspirational and thought-provoking words by themselves, these words come to life when stories are shared that relate to each of them. Recently we attended our ConnectEd conference.  This conference provides the opportunity for financial advisors from the three Advisor Group broker/dealers to come together for several days of education as well as an opportunity to […]

Read full story Comments are closed
Lone Cypress

WESTERN ROAD TRIP – UPDATE

Since we’ve returned, and even during the trip we were asked, “What’s your favorite part?”  Stumped, neither Will, Sara Kathryn nor I could easily articulate one answer to this seemingly basic question.  Many reasons exist for our delayed responses.  Was there just one thing that captured us?  I don’t think there was.  Each new exposure […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.