April 2025
Pick up a newspaper, scroll the headlines, or turn on the news, and the message is clear: we’re living in volatile times.  Markets surge one day and stumble the next.  Inflation cools, then spikes again.  Interest rates hold steady… but for how long?  From tech layoffs to geopolitical risk, today’s economic landscape feels like it’s […]
C3 Financial Partners
September 2024
When you are facing a question and find yourself thinking “either/or,” try pausing for a moment.  Cathy Carroll in her...
December 2022
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
June 2021
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
January 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
September 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
FINRA Broker Check