Delivering
Financial
Peace of Mind

We understand your need to control your financial destiny.

Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

“Kool-Aid Investing” – Market Commentary for August

It’s pretty easy to hear the same investment theme these days “as many investors go to the same dinner”; hear the same story; and drink the same Kool-Aid.  The huge world of investible assets is quickly shrunk down to just a few of the same companies owned by many.  But years of tepid economic expansion […]

Central Banks Look to Promote Soft-Landing – Week Ended 7/19/19

After beginning July with a strong posture, markets seem to be pausing to catch a breath.  Domestic equities slipped -1.2% during the week ending July 19, effectively halving the month-to-date performance.  It is challenging to point to any single factor or headline, but perhaps most notable is the reality that corporate earnings being reported for […]

S&P & Dow Bust Through Psychological Ceilings – Week Ended 7/12/19

With the exception of May, 2019 is probably surprising most everyone in the investing community in quite positive fashion.  Despite the realities that both economic and corporate earnings data appear to be in a trend of slowing, AND continued tariff/trade and political uncertainty both the S&P500 and Dow busted through respective round-number levels of 3,000 […]

-0-

Commissions or Hidden Costs; Fee-Only

2006

Year Founded

40+

Years of Experience

100%

Client Focused