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

“Shake or Break” – November Commentary

Shake or bake; not!  Shake and/or Break is a fitting title for the frightful market action in October.  Markets may “shake” because of tariffs.  But, the Fed can cause the market “break.” Much of the blame for October is aimed at President Trump and/or Federal Reserve Chairman Powell.  Investors are concerned that the Fed remains […]

Bond Adjustments

In recent days we executed several tactical adjustments in the fixed-income sleeve of client portfolios.  We sold or reduced exposure to short-maturity bond funds and reinvested proceeds into position-traded money funds.  These adjustments take advantage of attractive yields available on short-term money funds relative to the variable return potential on short-maturity bonds in a rising interest rate […]

Relief Around the Bend? – Week Ended 11/2/18

One word comes to mind when thinking of the drawdown endured in October: relentless.  It was the worst month for US investors years with 16 of the 23 trading sessions during the month being negative.  Worse than that, since the S&P500 made its last all-time high on September 20, 75% of all trading days were […]

Market Alert – “Not Your First Flat Tire”

We last wrote a “Market Alert” about large stock market movements on August 24, 2015. That fact in itself highlights that it’s been an infrequent occurrence over much of the past two years that investors felt much discomfort. Large market swings or accelerated volatility in stock prices is never a welcome experience – even if […]

-0-

Commissions or Hidden Costs; Fee-Only

2006

Year Founded

40+

Years of Experience

100%

Client Focused