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How well are your finances adapting to recent economic changes?

Financial Advisor, Laura Steffey shares her expertise on the subject with Akron Life Magazine. View Laura’s feature to learn more about how well your finances should be adapting to economic changes and making your money work for you. “Recent chnages in the economic landscape such as inflation, higher interest rates, and market volatility- have made…

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What is ESG Investing?

Many investors have the desire to reflect their morals in the way they invest. This demand led to the development of criteria to measure how investments or companies perform in certain categories. These metrics are known by the main categories that are considered- ESG, Environmental, Social, and Governance factors. Environmental factors look at the conservation…

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Why Women Need to Plan

By Paulette C. Pasquale,CFP® Whether by choice or chance, women are more likely to manage their own financial affairs and plan independently at some point in their lives.  It is no secret that women outlive men, on average by six to eight years. There is also an increase in “grey divorce” which means older-aged couples…

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