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Harry Matheis, FEA™, CHS, EPC

Branch Manager

Geoff Campbell, B.A., CFP®

Certified Financial Planner®

Latest Blog Posts

9 January, 2025

2025 Money Dates

Here is a summary of all the important dates in 2025 to diarize in your annual financial planning calendar. This guide will help you...

Couple speaking with advisor

8 November, 2024

Is It Time to Transition Out of High-Interest Savings Accounts?

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your o

Senior citizen reviewing documents

21 August, 2024

It's time in the market that matters most

Over the past few years, investors had plenty of reasons to pause on putting their money into the markets. Ultimately, those who stayed invested in the markets throu

Letter from Corrado Tiralongo

7 August, 2024

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Counsel CIO Corrado Tiralongo provides his take on the current sell-off and what may come next in this timely market update. Looking forward, he believes market sent

 

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