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

MARKET ALERT for March 12, 2020 – “Market Stress”

To start, one should read this following thought several times: “It never feels like a low near the low”. Market Stress is absolutely no fun.  After all these years (over 40), market drawdowns are terrible and bewildering; confounding one’s ability to comfort others when no one knows the future.  We can review history (a lot […]

MARKET ALERT for March 9, 2020 – “Year of the Rat”

Ironic – today, Monday March 9th is the 11th Anniversary of the March 2009 stock market lows, meaning this date was the start of the current bull market advance (we’re wishing it runs longer). Generally, we are not fond of writing Market Alerts, as it often signifies market action that is unsettling to investors and […]

“Hysteria Unmerited” – March Commentary

Does any investor believe the last week of fast-moving negative market action was reasonable?  Continuing our theme relating to seeing clearly with 2020 vision…. from our perspective, and many other research pieces we are receiving, indicates this past 7 days was “hysteria unmerited.”  It is mind boggling how many traders (not investors) display a “shoot […]

-0-

Commissions or Hidden Costs; Fee-Only

2006

Year Founded

40+

Years of Experience

100%

Client Focused