We are a diverse financial services firm dedicated to helping you establish, implement, and manage your long-term financial goals.


Go to ABC News The Perils of Investing Based
on Past Performance of Stocks
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SALE!!!!!!

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I have had more than one alarmed call recently-What should we do? Should we sell everything and buy gold? Is the market going to crash this fall? What are we going to do? I have a few clients who, impervious to the fear and greed that sidetracks most investors, call when the market drops and offer to add some moneyRead the Rest…


Measuring the Rate of Success through a Disciplined Investing Approach

Investment and Retirement Specialists

Discipline — whether in stock investing, training for a race, or studying to complete an exam — can determine the rate of success or failure. Whether using value investing, momentum, or asset allocation, we attempt to apply these facets to achieve long-term success on behalf of our clients. Albeit, discipline is WHY you want to invest with us, even thoughRead the Rest…


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