Ron’s Video Message to You

Ron resized

Please watch Ron’s video message from today as he analyzes factors in the U.S. and China that have contributed to the correction in the markets. He provides perspective about our focus on seeking to help you meet your long-term financial goals.


Stock Market Traffic Sign Isolated

Our weekly market commentary reports that the Dow Jones Industrial Average lost about 6 percent last week. That puts the benchmark index about 10 percent below its record high on May 19, 2015, according to Barron’s. A drop of that magnitude from a new high may be a correction – a brief but jarring drop […]

Dave Piatkowski Joins Our Team

Dave (professional)

We are very pleased to announce the addition of Dave Piatkowski to the firm.  Dave joins the firm as a Wealth Advisor and Investment Advisor Representative to further enhance our investment and financial planning team. Dave has almost 20 years of experience within the financial planning and investment industry, and has passed the FINRA Series 6, […]

China Devalues Its Currency

Global equities

Our weekly market commentary reports that stock markets in the United States got off to a good start last week, heading higher before stumbling over China’s currency news. China, which has one of the world’s largest and fastest growing economies, is experiencing a slowdown in economic growth. The Economist reported data released last week showed, […]

Breakthrough Technologies

Taking the long view

What does the future hold? It’s not stuff most of us think about every day, but we may soon be a lot more familiar with terms like brain organoids, megascale desalination, Internet balloons, liquid biopsies, and more. At least, that’s what the MIT Technology Review reported in Breakthrough Technologies 2015: “Not all breakthroughs are created […]

Two Rules For Your Retirement

Road going through a wooded area

I have two rules related to planning for your retirement: #1 Don’t run out of money. #2 After you have Rule #1 solved, don’t forget to enjoy your young retirement years. As Americans we keep living longer. The Wall Street Journal article “Longer Lives Hit Pension Plans Hard” (February 24, 2015) states, “In its first […]

We Provide Solutions With Your IRA Rollovers

IRA Roth 401(k) nest eggs

What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]

Back to Higher Interest Rates?

Analysis through a magnifying glass

Our weekly market commentary asks whether back to school will mean back to higher interest rates. After a solid July jobs report arrived on Friday – 215,000 new jobs were created and unemployment remained at 5.3 percent – analysts were pretty confident there would be ample support for a Federal Reserve rate increase (a.k.a. liftoff) […]

Alaska Bike Trip and Market Review

Alaska Ron bike

You are invited to see Ron’s pictures and hear his stories from his Adventure Cycling bike trip in Alaska. He will also be providing a review of the markets so far in 2015, and will provide further insights about our planning and investment process. This event for our clients and their guests will be held on Thursday, August 13, at our […]

Reducing Complexity in the Workplace

People in the workplace

      Are you overwhelmed at work? Last year, the most popular chapter in Deloitte University Press’ Global Human Capital Trends 2014 report was titled, “the overwhelmed employee.” It’s not all that hard to understand when you consider just these facts from the 2015 report: 100 billion emails are exchanged every day. About 14 […]