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
Against Seemingly Long Odds, Winning Streak Continued in September and 3Q Week Ended 9/29/17
Despite what going in appeared to be a brewing cocktail of worries for investors set against a backdrop of above-average valuations and historic-low volatility, September 2017 will be one for the history books. It concluded as the least volatile September in 66 years. The month also saw the S&P log its 41st record high of […]
Marching to a Different Beat – 9/22/17
As is always the case, the number of developments relevant to financial markets over the last two weeks was numerous. That said, the pace of change feels more robust than usual; perhaps this feeling is a normal awakening following what are often sleepy and low-volume summer seasons, but there is much to review. Headlines range […]
Mother Nature Keeps Punching; Adds Noise to Economic Picture – Week Ended 9/8/17
It was a busy, eventful week despite being shortened by the Labor Day holiday. Just a week after the destruction created by hurricane Harvey in Texas, another massive storm system was threatening virtually the entire state of Florida in what can only be thought of as a one-two punch for the US by mother nature […]
Markets Log Moral Victory for august, But is More Meaningful Storm Coming – Week Ended 9/1/17
Despite what felt like one of the first bouts of increasing volatility amid sharply rising geopolitical risk and ongoing turmoil coming from inside Washington, US stock indexes managed to close out the month of August positive on both the S&P500 and Dow. One might consider it a major moral victory when reflecting all that went […]
-0-
Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused