News

Winter 2017 Financial Advocate Newsletter

In this issue you’ll find an interview with our Founder, Jim McBride, an article on Retirement Income Management, Portfolio Manager Updates as well as the first article in our new series entitled…read more

 

Tax Season

Tax season is underway and the High Falls Tax Team is working diligently to meet the pending deadline of Tuesday, April 18th. Visit our “Tax Tools” section to access helpful resources.

 

The Client Portal is here!

We recently upgraded our technology and are now able to interact with you through our new client portal. Performance information, transaction detail and other reports are at your fingertips in your secure…read more