Happy Thanksgiving

by Rick Ropelewski on

Best wishes for a happy Thanksgiving! It's the perfect time of year to send our sincere thanks for the opportunity to work with you.

We would like to share a few things we are thankful for...

Rick My wife Martha comes from a large family (she has six siblings), and there are always many...


by Rick Ropelewski on

As many of you now know I like to recount retail events when a business provides an exceptional experience.  We no longer have to shop for baseball gear or other recreational equipment for the kids, but we have our dog Benjamin to thank for maintaining our discretionary spending.

There was a...


by Tom Lally on

As the calendar has turned to October, it officially feels like fall now.  This is my favorite time of year and the best part of living in New England.

I love the flavors of fall – and I don’t just mean pumpkin spice everything (which has become a bit much these days).  I don’t drink coffee so I...

Nora Daniels, CFP®

by Nora Daniels on

I’m absolutely elated to announce that I am now a CERTIFIED FINANCIAL PLANNERTM professional! My journey to becoming a CFP® certificant was quite an interesting few years. I was still working in a marketing role when I first started taking the courses that would inevitably lead me to switch careers...

Us 1 – Ikea 0

by Rick Ropelewski on

Our daughter Molly recently started her post-college career with a job in New York City.  So, Martha and I packed up the family minivan and helped move her to the Big Apple.  Day one of the operation involved moving her personal belongings along with a thorough cleaning of her apartment.

The next...

Why Bonds? Why Now?

by Eric B. Parnell, CFA | GVA Chief Market Strategist on

The U.S. stock market has had a banner year so far. The S&P 500 is higher by double-digits year-to-date, and what was shaping up to be a lousy August has been surging back toward breakeven as the month draws to a close. But while stocks continue to mend following a particularly difficult 2022, the...

Celebration Trips

by Karen Pettingell on

As the days tick by until my 25th wedding anniversary, I started thinking of all the other milestones in our lives and the trips we took for them.

When I turned 30, I was living in Atlanta with my husband (then fiancé).  I missed home and my friends terribly, so we invited one of my best friends...

Cool Inflation Summer

by Eric Parnell, CFA | GVA Chief Market Strategist on

By Eric Parnell, CFA | GVA Chief Market Strategist

The primary risk for financial markets in the second half of the year in this Chief Market Strategist’s view is a renewed rise in inflation.  Over the past year, capital markets have been cheered by the notion that the surge in inflation that...

Football Finance

by Rick Ropelewski on

Who knew that sitting on the couch watching football could help one improve their understanding of personal finances?  The scientific research is not yet conclusive but stick with me here.

Just like a football team has a plan for how to attack the opposing defense, your own finances need a plan. ...


by Tom Lally on

I recently returned from Truro and my in-laws’ annual family vacation.  I’ve gone about five times now but some of them have been going for over 50 years.  For little Briana it was her second trip there and it was amazing how different the experience was for a 14-month-old compared to a 2-month-old...

Saoirse's first plane ride

by Nora Daniels on

We have our sights set on a trip to Europe in the Fall but figured a 7-hour plane ride shouldn't be Saoirse's first flight. So, to prepare for that, we flew to where my husband hopes to retire a few decades from now: Wilmington, NC.

Upon visiting for the first time, we did love it. It reminds me...

Third Time is a Charm

by Karen Pettingell on

I recently traveled to France for the 3rd time.

The first time was my honeymoon, 25 years ago, when I was just a “kid”. We did all the touristy stuff.  I was too nervous to go to the top of the Eiffel tower or the Arc de Triomphe, so I waited while my husband did it. I don’t remember much of...