News & Events

  • Financial Planning and Retirement Planning Checklist for 2019 & 2020

    By
    Carrie Gallaway, CFP®, CeFt®
    November 2019

    LIFE EVENTS: What financial and family transitions are on the horizon? What can be celebrated? What’s worrying you? Your financial plan should address these questions. Our role as your financial advisor is to offer financial guidance, monitor and track changes with investments and help you plan for your goals. The more we know about your […]

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  • 8 Tips Women Business Owners Need to Know

    Women's Small Business Month
    By
    Carrie Gallaway, CFP®, CeFT®
    October 2019

    In case you’re not aware, October is Women’s Small Business Month. Over the last few years, I’ve become extremely passionate about helping women business owners. I have found that women business owners are often engrossed in their business, and because they are so busy working, they neglect their financial future. I help women business owners […]

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  • YorkBridge Third Quarter Commentary

    October 2019

    Summer has typically been a quiet time for markets as investors step away, recharge, and spend time with their families; however, while both equity and fixed income returns were slightly positive for the quarter, these summer months were anything but quiet. During the period investors had to digest a number of factors impacting the markets […]

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