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Articles

Aaron Ammerman | May 2, 2021

Workers' Expectations

Work Environment
Hybrid Work Schedules
From remote work to company culture and benefits, the pandemic has highlighted the things workers value most in employment. And if they do not have them, they
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Happy couple sitting in a park with their dog
Aaron Ammerman | Apr 26, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Aaron Ammerman | Apr 12, 2021

COVID-19 Tracker

COVID-19 Tracker
COVID Commentary
Covid
Click on the PDF link below to read more about the COVID-19 and the vaccine.
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Aaron Ammerman | Apr 7, 2021

Using Private Equity in Defined Contribution Plans

Private Equity
Defined Contribution Plans
Retirement Planning
On June 3, 2020, the U.S. Department of Labor (DOL) issued an information letter providing guidance around the use of private equity investments in defined
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Aaron Ammerman | Apr 7, 2021

By the Numbers

Check out this "By the Numbers" article by MFS!
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Aaron Ammerman | Apr 5, 2021

Understanding Bitcoin

Bitcoin
Alternatives
Investments
Investing
The attached article, "About Bitcoin: Prospects, Prospectors, and Portfolio Managers Among Many Portfolio Managers" shares some valuable information about
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Aaron Ammerman | Mar 31, 2021

Meet Greg Turcotte Video

Advisors
Interviews
Retirement
Goals
αlpha Sound Bites
Watch this video to learn more about Greg Turcotte! He speaks about how he has grown over the past year, what motivates him every day, how he would describe
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Aaron Ammerman | Mar 22, 2021

March 2021 Student of the Market Report

Monthly Market Commentary
Student of the Market
Education
Monthly Returns
Click on the PDF below to read our most current “Student of the Market” report. This piece focuses on the investment environment and our thoughts on managing
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Aaron Ammerman | Mar 22, 2021

Meet Aaron Ammerman Video

Advisors
Interviews
αlpha Sound Bites
An experienced professional within the financial services industry, Aaron has over two decades of experience advising a diverse group of individuals and
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Aaron Ammerman | Mar 17, 2021

Meet Marc Cobane Video

Advising
Retirement
Planning
Investing
(55) αlpha Sound Bites
Meet Marc Cobane of Alpha Financial Partners in this video interview!
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Man wearing a mask
Aaron Ammerman | Mar 8, 2021

What History Can Tell Us About the Post-COVID-19 Investing Market

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the
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Aaron Ammerman | Mar 3, 2021

“The Alpha Difference”- Value vs. Growth

Growth
Stocks
S&P 500
“Dividend Payers”: Sounds Great, but That Dog hasn’t Hunted in a Long While! Frequently, we meet with prospective clients who are reluctant to make a move
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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