Summer Speaking Engagements
August 23, 2019
Bob and Ivey are rarely short for words and will speak to any audience seeking to hear their wisdom. This...
Education is Food for the Mind
May 30, 2019
“Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing...
Spark Joy with your Financial Advisor
February 5, 2019
We designed our new office with you in mind, eager to find new ways to meet, educate and spend time...
Finance and Entrepreneurship Workshop Summary
June 4, 2018
“Perseverance is the most important skill to succeed. Being able to strive during difficult times in relentless pursuit of success....
Summer Jobs for Kids
May 1, 2018
Have you ever heard someone describe another person as being “good with money”? Adults with these habits generally start handling...