March 23, 2023

Anything Can Happen

You’ve seen the news about the recent bank closures and it’s probably made you take a look at your own financial institution and your money. Did […]
February 22, 2023

Have You Done This Yet?

  ​As a Philly sports fan, the last few months have sure had their share of ups and downs. My beloved Philadelphia Phillies made it to […]
January 25, 2023

Strategy Tips for Team, Process and Goal Setting

Strategy Tips for Team, Process and Goal Setting ​​​​​​​ Happy New Year! This month we’re chatting about strategy and standardization, two terms that have been top […]
January 3, 2023

Happy Holidays from PTCFOs

We are cleaning out our inboxes, tying up loose ends with clients, meeting with our teams, attending end-of-year holiday parties and networking events and trying to […]
November 30, 2022

Hi, Call Me GrAmy! 

​​​​​It’s been a wonderful past few months! I became a grandmother, or as I call it, a GrAmy. I recently spent 7 weeks with my grandson, […]