Click here to set up a call so we can learn more about each other and see if we are a good fit.
![Week In Perspective | Markets Hold Broad-Based Rally [30-June-25] Thumbnail](https://static.twentyoverten.com/content/featured/wip-featured-7.png)
The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.
![[Infographic] Understanding ETFs: Building Blocks of Modern Investing Thumbnail](https://static.twentyoverten.com/content/featured/featured-etfs.jpg)
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
This blog will talk about the financial implications and the emotional considerations of receiving an inheritance windfall.
This blog will outline the Social Security Cost of Living Adjustment and how it has evolved.
This blog provides tips on how adult children can approach the conversation of finances with their aging parents.
This blog will talk about what financial documents you should back up to ensure your financial safety.