Category Archive for ‘Uncategorized’

It has always puzzled us when relatively recent history repeats itself, especially since we have the ability to study and apply lessons from the past and alter our behavior. Nevertheless, we feel we are reliving 1999 and 2000 today, with the current dramatic rise in the share prices of a select group of securities, the rush to own them at any price, and the unrelenting activity of a new crop of market participants.

Anecdotes can be a crutch for writers because there’s always one that can be trotted out to prove any point. That said, several taken together can show

With something as important as one’s health, second opinions are commonplace, expected, and recommended by professionals within the industry.  It should be true of your financial health as well.  There are few definitively right answers when it comes to your financial well being which creates the need for multiple perspectives and viewpoints to help you arrive at the best outcome for your needs.

Through a relatively painless meeting and some historical financial records, we will assess your goals against the historical performance and current investment path.  If you do it yourself, or have a trusted financial adviser, we can help by placing a