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Our Blog: The Last Four...

  1. May 21, 2018

    It’s no secret that interest rates have been on the rise, but it appears they are rising at a faster pace as of late.   Specifically, home mortgage rates, which impact so many Americans, are at levels they haven’t been in some time.   In fact, 63 percent of Americans own… More >>

  2. May 14, 2018

    The earnings growth for Q1 2018 was nothing short of spectacular.  Approximately 91 percent of companies in the S&P 500 reported results for the first quarter, and EPS is likely to land in the 25 percent growth range. [i] In fact, we have not seen EPS growth of this… More >>

  3. May 7, 2018

    Almost always, advisors and investment managers focus on generating returns for their clients.  That’s the general emphasis when you hire someone to help you.  To that end, one generally expects over long periods of time to have a pie chart with a various mix of stocks… More >>

  4. April 30, 2018

    The U.S. economy remains at full throttle and firing on all cylinders.  This past Friday, April 27, the Bureau of Economic Analysis, a division of the U.S. Department of Commerce, released the U.S. GDP numbers for Q1 2018.  [i] The U.S. GDP increased by an annual rate… More >>

Do you understand all the ins and outs of your 401(k)?

Our 401(k) team is ready to help—employers and participants.

When you have questions, we have answers. We want all of our clients to feel informed and comfortable with their retirement plans. We have an experienced, expert team of 401(k) specialists ready to help both employers set up their 401(k) program and help the participants of those plans.


Right values. Right thinking. Right tools.

If trust is our most valuable asset, expertise is surely a close second.

We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.