A ship in a harbor is safe, but that is not what ships are built for.
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ABOUT US
A team of degreed and credentialed professionals.
We provide direction to our clients by simplifying complex financial ideas and creating an optimistic framework for making positive progress toward their goals. At the same time, we help to minimize the obstacles toward the achievement of those goals. Our clients are folks who care about their futures and their families, and who will allow us to guide them in productive financial behaviors.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
OUR MISSION
Lasting financial
independence.
We assist our clients in creating and protecting lasting financial independence for themselves and their families that allows them to achieve enjoyment throughout their lives as well as enables them to help others along the way.
Things that could influence your financial picture the most.
- Market Research
- Up to Date News and Information
- Investment Ideas and Strategies
- Key Trends
RECENT NEWS
Portfolio Compass | September 21, 2016
As noted in our Midyear Outlook 2016 publication, we believe the conditions are in place for a solid earnings rebound during the second half of 2016.
read moreEM Earnings: Beginning to Emerge | Weekly Market Commentary | September 19, 2016
For most markets, earnings have been stagnant while valuations–what investors are willing to pay for those earnings–have increased.
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