We want to help more clients like you! So that we can better attract clients who would benefit from our all-inclusive and flat-fee...

Happy Holidays to you and yours from NorthAvenue! We hope all of you are enjoying the season and finding creative ways to get together...

2020 has been a year like no other, no contest! And throughout, there have been two news topics that have dominated headlines: the...

We are excited to welcome and introduce to you the 3 new faces of NorthAvenue: James Mwombela, CFP®, Rae DeBruyne, and Stephanie Bailey!...

As we ride the other side of the outbreak bell curve and Ohio opens back up, we continue to evaluate when the right time will be to move...

Along with you, we have been adjusting to our new temporary normal. Many Americans are facing hardship right now, including some of our...

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This is a $2 trillion...

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This is a $2 trillion...

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This is a $2 trillion...

COMING SOON: A Round-Up of the Coronavirus Stimulus Package Today, on March 27, 2020, President Trump signed a $2 trillion economic...

The Treasury Department and the IRS announced that they are extending the tax payment deadline by 90 days. However, the filing deadline...

As the coronavirus continues to have an increased impact on all of our daily lives, we would like to make you aware of several important...

We hope this note finds everyone healthy and safe. As the news continues to pour in regarding the coronavirus, all members of the...

Dear NorthAvenue clients, We wanted to reach out regarding the recent volatility in the stock market. Last week all three major U.S....

If you weren’t able to make it to the informational event with Asset Dedication a few weeks ago, not to worry! You can watch the entire...

Tax season is upon us again, and we would like to remind you to begin gathering your tax documents as they to arrive in the mail or...

As we shared with you in prior newsletters, the SECURE Act passed in the House this past summer. We watched it closely as it made its way...

Happy Thanksgiving! As Thanksgiving approaches, we have been thinking of the many things we are grateful for. This year, we are...

Happy Halloween and ghostly greetings! As October wraps up, we continue to work diligently to improve our services, network with the...

We have had a busy month between juggling meetings, networking, community activities, and continuing education. Check out this month's...