This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/24/2020).

This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/20/2020).

This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/17/2020).

On Friday, February 28th, 2020 8:23 AM, we sent a letter to our clients so they heard from us regarding the greatest stock market volatility since the Great Recession of 2008. This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our message.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

"Free Consultation Friday" calls are offered to the public by appointment, as a vehicle for getting that one answer to a financial question you've been too embarrassed to ask friends, family or even your current financial advisor.