May 2020 Newsletter – Your Financial Dashboard

Dear First Mates, Hello there! I hope this email finds you safe, in good spirits, and healthy. For this months’ newsletter, I’d like to discuss the importance of having your own Personal Financial Dashboard. This dashboard will enable you to do some (or even all) of the following five things: 1) Link accounts to get […]
June 2020 Newsletter – Three Investment Insights

“We live on an island surrounded by a sea of ignorance. As our island of knowledge grows, so does the shore of our ignorance.” – John Wheeler Dear First Mates, Hello everyone! I hope you all are doing well and in good cheer. I am looking forward to the summer—however odd it may be. The last few […]