The right choice for the long-term investor
Welcome to our website! There is an abundance of resources for you to explore here. You can view your investment accounts online by using the Useful Links button. You can research funds or use one of our many financial planning calculators. You can also see how the Dow or NASDAQ performed today and create and track your own investment portfolio. Please feel free to e-mail a question or comment to our office. We will respond just as quickly as possible. Use this site as a resource. Come back often and visit, as there will always be something new for you to explore.
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To be the most trusted for our professional knowledge, integrity, and personalized service.
Mission To Deliver
To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There’s a link between debt and stress.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The decision whether to buy or rent a home may have long-term implications.