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Your Team


I grew up in a family business and at an early age I learned the importance of hard work, exemplary service and the...

Financial Planning Assistant

Growing up in North Haven, it never occurred to me that I would one day be working right on the town green that I’ve...

Latest Blog Post

In the dynamic world of finance, where digits and market trends dance across our screens, finding moments of intrigue or articles which draw our interest can be a refreshing change of pace. Enter the world of celebrity finance. As someone deeply entrenched in the nuances of wealth management and most recently, tax prep, exploring the financial dynamics of celebrities provides not only entertainment but also valuable insights into wealth, and just interesting facts.
Paul Morrone |
The year couldn’t have started better for equity investors. Global equities continued the 2023 rally and US markets soared during the first quarter to notch multiple new all-time highs in early 2024. That’s great news for investors’ bottom lines and once again gives hope to many who have felt that they have been getting battered year-over-year between the COVID and Fed induced recession of 2022. There is a lot to like about where markets currently are, and what could be in the future as the rest of the year unfolds.
Paul Morrone |
There is still a nip that remains in the air, but you can occasionally drive the car with the windows open a crack or pop open the sunroof to move some crisp air around. Mother Nature though, still holds all the cards close to her chest and we can still deal with some nasty, cool weather well into May. Therefore, it may be a little too soon to break out the shorts and tee shirts, but on that first warm day I will be ready. Soon it will feel good to open the windows to allow some fresh air to blow through the house. It is still a little too chilly for that just yet, but soon. If you stare closely at some of the trees, buds are popping just enough for them to be noticed.