Broker Check


Monday, February 26, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...

Thursday, February 22, 2024

Gen Z and Millennial couples are forging their financial path once again. With financial autonomy being a key goal, with transparency and shared goals, partnership bliss can still be experienced!

Wednesday, April 19, 2023

If you feel relieved about your 2022 taxes being filed and behind you, you're not alone. So, don't make the mistake again of leaving your tax planning to the last minute. Here are 3 Top Tips to help you get started today!

Tuesday, April 4, 2023

April is Financial Literacy Month. With just a little bit of prompting and information you can help your kids grow a curiosity about almost anything... including money. 

Saturday, March 4, 2023

5 Top Investing Insights from this year's (2023) letter to shareholders from Berkshire Hathaway.

Show All

Friday, January 20, 2023

You may think of legacy as typically associated with estate planning, charitable giving, and the tangibles you plan to leave to your loved ones. Although these things are important aspects of planning, we believe that legacy is much more.

Thursday, February 18, 2021

It may take a few passes by that classic book until you actually pick it up and begin reading. But once you do, a classic story can keep your attention and refresh your mind. After a few paragraphs or chapters, a classic read can grab...

Tuesday, January 12, 2021

SO, YOU’RE RETIRING EARLY! DO YOU KNOW THE CRITICAL STEPS TO CREATING YOUR RETIREMENT PAYCHECK?Whether you made the decision on your own or not, you’re here. In addition to joy on one hand and concern on the other, what...

Monday, December 14, 2020

ARE YOU THINKING ABOUT RETIRING SOON?Do you have a good handle on what you spend on a monthly and annual basis today? If you think you do, think again. The detail here is important. There are alot of retirees who have a rough idea, yet...

Tuesday, December 1, 2020

Considering how tax efficient your investments are is a big deal. Building a more tax efficient portfolio can improve your chances of keeping more money in your account for your longer-term needs. So, finding strategies to manage for...

Monday, November 2, 2020

HAVE YOU EVER HEARD THESE WORDS? “CONTROL WHAT YOU CAN CONTROL.” IT’S EASY TO SAY BUT THIS YEAR, FAR HARDER TO PUT INTO PRACTICE.Among employed adults in 2020, 68% report their job or employment has been negatively...

Wednesday, March 18, 2020

Market volatility is a complex subject, but, in simplest terms stock market volatility measures fluctuations in stock prices. Low volatility means small fluctuations and high volatility means large fluctuations.When markets endure...

Tuesday, February 18, 2020

Do You Know How Rising Interest Rates Can Impact the Bonds in Your 401k?If you're like most people, you own some bonds in your 401k. And, most likely within mutual funds and or exchange traded funds (ETFs). So, it's important to know...

Saturday, December 28, 2019

The New Year brings with it the opportunity to make a fresh start. Reviewing your finances after holiday spending is an important part of that fresh start! Here are some tips to create a more modern and user friendly budget called a...

Friday, November 15, 2019

We regularly work with people who are planning for retirement. So, we find it interesting that the MIT Age-Lab recently asked individuals to provide five words for how they imagined their "life after career." Here are just a few of the...

Wednesday, September 12, 2018

Mark Bova, Co-Founder of Lenity Financial is quoted nationally in Financial Planning Magazine!Check this out…How to Use ETFs to Hedge Against Interest Rates – Financial Planning MagazineRead More

Monday, April 17, 2017

Wow! Those letters after your financial advisor's name look important don't they? Any idea what your advisor went through to obtain them? Well, we can tell you because we've been through it…Ever see the CFP® marks after...

Monday, January 16, 2017

"You can't take advantage of an opportunity unless you know it exists." - Mark Bova.Some say the trend is up for yields on the Treasury. Others say yields will remain historically low for quite some time. While it always depends on the...

Monday, November 14, 2016

Are You Uncertain About What an ETF (Exchange Traded Fund) Is? Do You Wonder Why or How It Might Fit Into Your Overall Investment Portfolio?