BRIDGE ADVISORY ADDS EQUITY PARTNERS, INTRODUCES NEW BRAND AND PARTNERSHIP Penniall & Associates, an investment advisor with $400 million under management, added two new owners and changed its name to Bridge Advisory. Vanessa Burnett, 36, and Alex Leu, 37, took equity stakes in the firm, alongside Dave Penniall, who founded the firm...

We are very excited to announce that our very own Vanessa Burnett was named to the Top 100 People in Finance Magazine.  Vanessa is the definition of success, hard work and commitment.  Eleven years ago she started as a Client Service Associate, and through the years...

Government shut down, erratic tweets, broken trade deals, fed policy, inverted yield curve, recession… there is no shortage of articles out there that will give you a reason to make a selling decision right now!  Fear is an extremely powerful emotion in our society, in...

When you read the title, did your heart rate tick up just a bit?  If it did, you are not alone.  Parents all over the world deal with the stresses of educating their children.  And one of the biggest hurdles is how to fund the...

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins...

As you likely know, Congress is steeped in a debate to change US tax policy. One of the most common financial mistakes individuals make is not utilizing available tax saving strategies. This results in you paying more taxes than necessary and missing out on years of...