1st Quarter 2018
There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more
Independent Registered Investment Advisor (RIA)
News and Information Updates
Should I buy a rental property?
Rental properties are very popular among people looking to build wealth. Part of the attraction is the ability to see… read more
4th Quarter 2017
The year just completed saw strong stock market returns, particularly for growth stocks. One of the reasons for the strong… read more
Resolutions for 2018
Start with the Basics Create a Budget – Track your spending and use the information to establish a budget. Money… read more
Solo 401(k) – A Great Idea for the Self-Employed
(AKA – Self Employed 401(k) or Individual 401(k)). Who Qualifies Employers with no full-time employees other than the business owner(s)… read more
3rd Quarter 2017
The stock markets around the world continued to quietly churn higher in the 3rd quarter. Somewhere, the phrase “the most… read more
2nd Quarter 2017
Unpopular and Underperforming Funds? – Strange Decisions This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more
Focus On What You Can Control
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Inflation in Your Portfolio
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Look Beyond the Headlines
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
So when you reach that point when you want to think about where you want to be down the road, we are ready to have a meaningful conversation about your goals and how you can get there. Let’s talk.
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