
Are You Underestimating Your Vacation Spending? Here’s Why You Should Track It
Vacations are meant to be a time of relaxation and adventure, but they can also be a hidden drain on

Vacations are meant to be a time of relaxation and adventure, but they can also be a hidden drain on

By Somerset Advisory on January 24, 2025 As a financial advisor with over 15 years of experience, I’ve noticed that

A four-part series on tariffs, markets, and the stories we tell ourselves If the headlines feel loud right now, you’re

Lauren Pearson was named one of InvestmentNews’ Top Financial Professionals in the U.S. We are so proud of her, and

Due to all the recent storms in South East, several states have extended their tax filing due dates. Please see

We are thrilled to announce that Maria Mote has officially come on as a full time Somerset employee! She completed

Lauren and Emily were featured in VERANDA Magazine discussing how to budget for travel. Everyone deserves to travel without guilt,

She’s the star in all of our hearts at Somerset, and now Ellen Clarke, Private Wealth Advisor at Somerset, has

We are thrilled that managing partner of Somerset Advisory, Lauren Pearson, was named for the second year in a row

We are thrilled to announce that Chris Tieland has joined our team as Manager of Operations! We are confident that