Market Update

The end of summer has come so quickly. It seems it gets quicker every year!

We are writing today to give you our review of the stock markets and their current condition. The last few weeks, as we are sure you have seen, have been very volatile. The Dow is down 5% just in the last few weeks. The drop has largely been due to the fear associated with the devaluation of the Chinese currency, the yuan.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

Finance Lessons for your Teens

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.

$41.7 Billion in Unclaimed Property - is any of it Yours?

Did you know there is $41.7 billion dollars in unclaimed property across the United States? What is unclaimed property? Is any of it yours? Every year, states in the US have people move and leave utility deposits, insurance policies, checking and savings accounts, securities and trust holdings, as well as abandoned safety deposit box content behind.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

How to Choose the Right Investment Advisor

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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We have a wealth of experience in the financial services industry.

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