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CEO and Founder Discusses the Unpredictability of the Stock Market

As we approach the middle of the year, investors are looking for strategies to avoid significant losses while navigating the current market conditions. Founder and CEO Lori Van Dusen shares her advice to investors on preparing for the next six months in a recent NextAdvisor article.

Read her recommendations here >

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In the News

Lori Van Dusen Shares Her Inspiring Story on the What Matters Podcast

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Team Highlights

The annual Empowering Women Luncheon is one of Rochester’s best-attended, most talked-about events

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In the News

Jonathan Thomas Discusses Diversification Strategies with Moneywise

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