Resources

As an independent registered investment advisor, we are focused solely on helping our clients (individuals and businesses) reach their financial and retirement plan goals. We hope you find the information shared here helpful.

First Quarter Wrap Up

Market predictions are abundant, no matter the outlook and no matter how wrong they ultimately prove to be. Things can [ … ]

The Dow Hits 20,000

With all the major market indices hitting new highs recently, some media reports are giddy about the Dow Jones Industrial [ … ]