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What’s on our mind? You can read about it in the blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in something non-financial but of interest. So keep checking in. We’re glad to have you reading along.

 

Tuesday, September 7, 2021

Charles D. Vercellone has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation...

 

Thursday, July 22, 2021

July 22, 2021 It’s hard to believe the year is flying by and we’re already more than halfway through the year. It’s been good to see some normalcy returning to our everyday lives, but we still have far to go....

 

Thursday, March 25, 2021

The first quarter is rapidly nearing an end as we pass a full 12 months of pandemic and, hopefully, we’re seeing a light at the end of the tunnel. Yes, we’re seeing some spikes across the country of infections, but we are...

 

Wednesday, January 13, 2021

As we start 2021 with a continued new normal of doing business and meeting with clients and other professionals, I think we all need to re-visit some virtual meeting do’s and don’ts. You would think that after some 9 months...

 

Friday, November 20, 2020

As we move toward the end of the year and we see spikes in Covid infections, one thought jumps to the forefront. In talking with estate planning attorney’s over the past 9 months, many of them have been busier than they ever have...

 

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Monday, November 16, 2020

Hello, I’m Chuck Vercellone and I want to thank you for the opportunity to introduce myself and Wealth Strategies Group, LLC to you. I am an Investment Advisor Representative of Sigma Planning Corporation, A Registered Investment...