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Our Blog: The Last Four...

  1. May 13, 2024

    The economy is definitely slowing. Last week’s blog reviewed the weakness in the labor market. Recent data suggests some consumer weakness is gathering steam. Consumer credit expanded well below expectations in March and revolving credit (credit card debt) expanded at the… More >>

  2. May 6, 2024

    U.S. companies are finishing Q1 2024 earnings season on a strong note. So far, 80% of S&P 500 companies have announced earnings and they have exceeded expectations. If the 5% growth rate holds, this would be the highest earnings growth rate since Q2 2022 as per… More >>

  3. April 29, 2024

    It’s becoming abundantly clear to me that the Federal Reserve might just have to pick the economic loser in this interest rate cycle. Picking winners and losers is dangerous business when it comes to public policy but that’s the game. When it comes to the Fed picking… More >>

  4. April 22, 2024

    Not since October 2023 has the S&P 500 had a 5% pullback. That all ended last week with the S&P 500 down 5.33% from its record-setting peak on March 29th. 1 It’s been that long since I reminded our investor clients that adjustments, pullbacks, drawdowns, and… 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.