View Post

2019 Summer Newsletter

Be sure to let the staff know if you would like to be added to our mailing list and receive a copy. Download the digital version by CLICKING HERE. 

View Post

Use the Right Tools, Don’t Paint with Hammers

Money is what many would say is “the root of all evil.” It is a common belief that has persisted ever since it was mis- quoted from The Bible. I have often heard my friends and acquaintances say it while expressing a half-developed philosophy to which the solution to all the world’s problems lie in getting rid of money. Under …

View Post

An Exciting Announcement about 401(k) Management

For many years we have helped our clients manage their workplace retirement investments as best we can during their working years. Of course, a primary service we provide to clients is managing their non-workplace investment accounts. Once a client retires or changes jobs, they often take advantage of our services and expertise by rolling over their 401(k) into an IRA …

View Post

It’s Morning in America, The Best is Yet to Come!

Lately, the American people have been inundated with bad news, some of it disturbingly graphic and heart-breaking. A sampling of national network news broadcasts over the past six months reveal repetitive stories that depress and discourage; sometimes legitimate and other times exaggerated and inflated for shock and entertainment affect. We see a steady stream of negative stories about gun violence, …