Analysis through a magnifying glass

Analysis of Janet Yellen’s Speech Last Week

Our weekly market commentary reports that a  quote from Harry S. Truman was invoked to describe Federal Reserve Chairwoman Janet Yellen’s speech at the Jackson Hole Economic Policy Symposium last week. In her opening comments, Yellen confirmed the economy had improved and … [Read More...]

Hoosier Pass  6-28-14

Virginia to Oregon: Come and Hear All About It

Would you like to hear about Ron and Matt’s encounter with a rattlesnake, their trek through three mountain ranges, the beauty of the Grand Tetons, and their ride to the Pacific Ocean? Join Ron on Tuesday, September 9 at 7:00 p.m. to hear some stories and see some … [Read More...]

Eagle owl

Our Approach as Retirement Investment Advisors

We don't buy and forget. I want to help you to understand the steps that I take so that my “buy and hold” strategy for long-term investing does not turn into “buy and forget.” The mission of our firm incorporates a focus on “proven, time-tested investment solutions.”  … [Read More...]

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RIA Stands For You

How Can You Become Our Client?

        1. Learn about "Who We Are," "Serving You," and "Are We Right For You?" on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. 4. Call us to schedule a discovery meeting with Ron or … [Read More...]