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 Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
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 […]
BANG! Looking for the Whimper – Market Insight for 10/24/18
The weakness that began to unfold in early October continues on is arguably intensifying as the month matures. As noted in our update earlier this week investors increasingly seem acutely focused on the well discussed risks rather than what can or is still going right (seemingly old, boring news). In recognition that our notes earlier […]
Wild Ride Continues, But No Further Damage Endured – Week Ended 10/18/18
Despite continued skittish trading behavior and large daily gyrations, shares of US equities concluded the week ending October 19 roughly unchanged from where they began. The S&P500 finished less than -0.01% lower while the more concentrated Dow Jones Industrial Average added +0.4%; perhaps the broadest domestic measuring stick, the Wilshire 5000, also concluded essentially flat […]
Halloween Arrives Early: Investors Spooked By Swift Rise in Bond Yields – 10/11/18
What a difference 8 days can make! After turning in the best quarterly performance in several years, the new month and start of 4Q has been no friend to investors. If you’ve been following the financial media at all in the last week or so, you are aware that the recent market stress is being […]
-0-
Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused