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.

Perspectives For Retirement Plans Q1 2017

The stock market had a solid end to what had been a choppy year. U.S. Equities, as represented by the S&P 500, were up 3.82% for the fourth quarter and 11.96% for the year including dividends.

What Is The Dow?

There are many ways to measure the US stock market and one very common way is the Dow Jones Industrial [ … ]