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.
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
How old is someone born in a leap year, on February 29th? I guess it matters how and when you start counting. The current Bull Market started March 9, 2009. By most any measure, this Bull Market is now the longest running at 3,463 days. It achieved its “longest status” on August 21. Amazing though, […]
Despite ongoing financial stress emanating from the likes of Turkey and other emerging market economies in recent weeks, the US stock market (S&P500) managed to finally inch above the prior all-time highs set back in January. If that alone doesn’t speak to how resilient is the US stock market, it is also worth mentioning the […]
It was another eventful week around the globe, with broad but uncertain implications for financial markets. Most notable is escalating financial and economic turmoil in Turkey, which feels at least a little similar to episodes sourced in Greece or Italy in the recent 8 years; the term “contagion” spiked in financial searches on Friday and […]
“Extremist,” the word and its meaning, is not usually considered in a positive light. The term usually carries a negative connotation when describing a person (or group); one which attempts to bring about change using extreme methods. An “extremist” could be one who favors or resorts to immoderate, uncompromising, or fanatical methods of behavior to […]