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

Special Market Update – “Market Sentiment = Inflation Stress”

“Sentiment” means an attitude, thought, or judgment prompted by feeling; a refined feeling. Late last week market sentiment quickly soured, like moving from spring to summer in just a few days; sentiment is very concerned about INFLATION and its influence on the future domestic and global economic path.  It’s not about economic strength – strong […]

Bowling Bumpers – June Commentary

“Chloe and Miles grew up between the same bowling bumpers that encouraged risks, inflated confidence, and prevented consequences.”  The quote is from “Rock the Boat” by Beck Dorey-Stein.   Ever bowled where bumpers are placed in the gutters on each side of the lane?  Rolling a gutter ball is not possible.  This makes bowling fun for […]

Special Market Update & Video – “Here Comes the Sun”

When the Beatles’ manager Brian Epstein died in 1967, the band needed to handle more of their accounting and business affairs.  George Harrison disliked these duties.  He wrote “Here Comes the Sun” after attending a round of business meetings.  The song was inspired by the long winters in England which Harrison thought went on forever.

Double-Barrel Shotgun – May Commentary

The rivalry between the Hatfields and the McCoys is one of the oldest and best-known family feuds in American history.  For nearly 50 years, violence between the two families raged over who owned two razor-backed hogs that swam in the Tug River, a valley area between Kentucky and West Virginia.  Even though the feud ended […]

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2006

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40+

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