Book Review: “Grant” by Ron Chernow

Book Review: “Grant” by Ron Chernow

Ron Chernow is an award-winning biographer, having explored the lives of George Washington, Alexander Hamilton, and John D. Rockefeller, among others. There are other books on the life of Ulysses S. Grant, but Chernow’s biography restores Grant to his rightful place...
Points and percentages

Points and percentages

December was a wild ride for the stock market.  CNBC, the financial infotainment network, was in heaven.  So many BREAKING NEWS opportunities!  Of the 21 trading days in December, the Dow Jones Industrial Average gained or lost more than 250 points on 12 of these...
How we invest our own money

How we invest our own money

When searching for a financial or investment advisor, it’s important to ask the right questions and to listen for the right answers.  Beyond some of the obvious questions (How are you compensated? What services do you provide? Do you work with people like me?),...
Do you believe what we believe?

Do you believe what we believe?

Over the years, we have found that working with people whose beliefs match our own leads to a greater degree of success for both parties. We believe in: Emphasizing people over profits. Building authentic relationships. Working together as a team for our clients....

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.