Understanding Today's Financial Environment
Our clients enjoy something different: the personal, attentive service of a boutique firm, coupled with institutional-level investment solutions. We’ll create a personalized financial plan based upon your unique life, then manage your portfolio to match your plan.
We’re not pushing sales quotas. We’re investing in you. Because with us—it’s personal.
Learn how our Retirement RoadMap can help you determine whether (or if), your money will last.Learn more
We can help manage your taxes and expenses, work toward preserving your assets, preserve your business’s legacy, and to pursue your goal of not going back to work after you retire.Learn more
Learn how financial planning and tactical investing can help you pursue your goals with an appropriate level of risk.Learn more
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A look inside the U.S. government's statistics on household net worth.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Couples may be able to head off many of the problems in a marriage that money can cause.
Your credit score may influence how much you pay for auto and home insurance.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.