What’s impacting the markets?

What’s impacting the markets?

The Dow Industrials hit an all-time high of 27,398 on July 16, 2019.  Since then, the index is down 7%.  Is this the beginning of the end of what many consider the longest bull market in U.S. stock market history?  Or is this yet another speedbump the market will...
Scrappy or crappy?

Scrappy or crappy?

Last week, I did something I haven’t done in years; I walked into a national chain bookstore, determined to buy a book.  After reading several Kindle books, I missed the feel of a hardcover.  Ten minutes of browsing led me to “Trillion Dollar Coach” about Bill...
What you need to know about annuities

What you need to know about annuities

Over the last year, we’ve had a noticeable uptick in questions about annuities.  Most are coming from prospective or new clients who were sold an annuity by their current or previous advisor.  They want to know if they should keep it or get out.  If you find yourself...
7 investing rules it pays to remember

7 investing rules it pays to remember

Investing rules can be easy to come by and hard to implement. As you can imagine, we spend a fair amount of our time, both at work and at home, reading financial news and periodicals. Several years ago, we ran across an article in the Wall Street Journal called “16...

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.

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