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 Q2 2016

For better or worse the first quarter of 2016 is in the books. The returns of the quarter were a wild ride, with one of the worst starts for the equity markets in decades.

Perspectives For Retirement Plans Q1 2016

Despite a decent fourth quarter, equity markets had a volatile year in 2015. U.S. and global equities finished the quarter with small gains when adding in dividends, but at the cost of a lot of up and down movement.