We don’t need to recite the obvious. You all know by now that COVID-19 has impacted our lives in many ways. Whatever disruption it has caused in your daily lives, we certainly hope you and your loved ones are healthy. This letter is long but has...

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...