Christmas coffee and wafers

Our Christmas Open House on December 3

Come join us for our Christmas Open House on Thursday, December 3, from 4:00 to 6:00 p.m. You will be able to enjoy some live Christmas music, tasty food, and good conversation with our team members. You'll even get to sing along with some Christmas … [Read More...]

Global equities

Analysis of Emerging Markets

Our weekly market commentary reports that financial markets were remarkably calm last week. Many stock markets in the United States, Europe, and Asia moved higher as investors chose to focus their attention on the minutes of the October 27-28, 2015 Federal Open Market … [Read More...]

Strategy and planning future

Consequences of Your Financial Decisions

What if you could improve your odds of making better financial decisions? Should you upgrade to a bigger house? How big a donation should you make to your favorite charity? Do you know the real costs to you in terms of future dollars? When you have an important financial … [Read More...]

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Risk within a maze

Free Portfolio Risk Analysis

Click on this link to take our brief risk assessment. Then call us to schedule a meeting with one of our advisors to discuss how we can design a portfolio that fits with your investment needs and goals. … [Read More...]