Blog

What is Wealth Management?

Posted on January 24, 2022
Being able to invest your money wisely is one of the biggest keys to financial success in our country. If you’re reading this, you probably already know how to make your money work for you and to grow your wealth. But now that you have a comfortable nest egg, how do you make sure it […]

Seven Tips for Successful Financial Planning

Posted on January 19, 2022
When the new year began, one of your resolutions may have been to get your finances in better shape. It can be easy to get caught up in daily expenses and find yourself living paycheck-to-paycheck each month. Not only is this stressful, but it makes it hard to make a plan for your future. Setting […]

The Fear and Opportunity of Shakeouts

Posted on May 01, 2021
We decided several years ago that when talking with prospective clients, we needed to broach a particular topic.  Simply put, it is this:  Our very best stocks have periods when they fall.  Whether you refer to this as a pullback, a correction, a dip, or a shakeout, it still means the same thing. They go […]

2020 Election and Other Stuff!

Posted on September 24, 2020
September 18, 2020 2020 Election and Other Stuff!     Without fail, there is always a good degree of trepidation as we approach a national election. We suppose this is normal, especially in the days leading up to the event, as the rhetoric between the two candidates becomes ever more confrontational, accusatory, and contentious. It […]
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