Entries by Jack Bertelson

Tom’s Quarterly Report

Gross Domestic Product in the third quarter grew to 3.4%, up from 2.2% in the second quarter. GDP increases typically signal three things: lower unemployment, more consumer spending, and a potential increase in interest rates.

How is Financial Aid Calculated?

If you have a child applying to college this year, you have almost certainly heard people talking about completing the FAFSA (Free Application for Federal Student Aid).

Feeling Lucky?

We hope you enjoy this fun article written by our Financial Planning Assistant, Jack Bertelson. Jack is doing a great job for us and is learning a lot about financial…

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