Blog

Post-Merger Topics:Access Online update coming June 14thUsing Quicken downloadAn update on statement linking (combined statements)Upcoming holiday hours – our office and US stock markets will be closed on June 19th for Juneteenth....

Kevin, Kristen and I wanted to drop a quick note to all of Ray’s clients as we hurtle toward the end of the first quarter of 2025. We are going to start sending a brief message a few times a year to share some information that...