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Our Blog: The Last Four...

  1. June 19, 2017

    Last week the Federal Reserve raised interest rates by another 25 basis points.  This is the third interest rate increase in the last eighteen months. [i] The Fed uses interest rates to promote full employment and control inflation; currently, the Fed has an annual… More >>

  2. June 12, 2017

    While everyone was focused on the political circus in Washington DC last week, a little tidbit of news went largely ignored by the American public.  According to the Federal Reserve’s latest Q1 statistical release, Americans are the wealthiest that they have ever been.… More >>

  3. June 5, 2017

    A countless number of commentaries written in the past eight years have been dedicated to the threat of disinflation/deflation. But why is disinflation/deflation so essential? The short answer is that disinflation, the slowing rate at which prices are increasing, leads… More >>

  4. May 30, 2017

    Last week during a CNBC interview, the famous Nobel Prize winner and Yale University professor, Robert Shiller, said, “It [the market] could go up 50 percent from here. That’s what it did around 2000; after it reached this level, it went up another 50 percent.” [i] I’m… More >>

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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.


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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.