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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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Extreme Volatility Returns: October 2018

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. Extreme volatility returned in October after a read...

Podcast: Preventing Elder Financial Abuse

Elder financial abuse is a growing problem in America.  There are some steps you can take to prevent people from taking advantage of you.  In this episode of Your Money: One on One we talk about some of the things you can do to protest yourself. Our guest is Jonathan De read...

3rd Quarter Investment Market Update

The third quarter was a mixed bag for the investment markets.  In this video we provide an update of how the investment markets did in the third quarter. Below is a “mini” version of our popular asset allocation quilt which details the results for various as read...

5 Good Minutes: Potshots

Potshots: Marijauna Stocks – the next version of dot coms? In the late 1990’s the dot com stocks made headlines due to their rapid gains.  More recently it was the crypto-currency led by Bitcoin.  Now marijuana stocks are taking center stage as the next hot read...

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...