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Jim began his career in 1986 and Neal in 1996.  Together they have helped many clients plan for retirement and the guide them through their journey.  Get to know our team.

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Your Money: One on One – Ep 1: Elder Financial Abuse

  We face many financial risks in retirement. One of those which is often overlooked is being taken advantage of by someone else. Elder financial abuse is a growing problem in the United States. Seniors lose an estimated $36.5 Billion every year to fraud.   Our gue read...

August Investment Market Update

In this month’s update, we recap how the stock and bond markets performed.  We also discuss the end of the latest stock market correction. Click on the video to watch.   It’s been a good year, so far… The US Stock market has had a good year so far read...

Volatility

In our last video, we talked about the first correction we had experienced in over two years.  In this video we will discuss the increased  Volatility and how it compares to previous years. Video:  Stock Market Volatility 2018   Click Here to watch on YouTube Stock read...

The Correction of 2018

Would you like to take a closer look at the annual correction chart shown in the video?  you can download it in the link below.  Just click on the image for a full sized pdf file. Adobe Acrobat Reader is available as a free download directly from Adobe. Click Here to do read...

Updating The Asset Allocation Quilt

The Asset Allocation Quilt 2003-2017 Some people refer to the picture below as an asset allocation quilt. Others might call it the “periodic table of investment returns.”  It resembles the chart of elements we used to see in science class. (Click here to dow read...