Dow 21,000 - What’s Next?

March 27, 2017

March 27, 2017

The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000 on November 8th, 2016 to over 21,000 on March 1st.  That’s a move of 1

Financial Calculators

January 13, 2017
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Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are several tools we find helpful from time to time. If you know of a go

Financial Planning - It's what we do

January 03, 2017
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Financial Planning Success

Your financial success depends on a well thought out financial plan that is updated annually. As your net worth grows, so do the complexities of managing your affairs.

Don't let long term care costs destroy your retirement

January 03, 2017
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When we construct a financial plan for our clients we always ask about long term care because we often hear concerns like “who will pay my health care bills if I am not mentally capable?” and “where will the money come from to care for me?”.

Mutual Funds, What are They? David Cross, US-AM

September 06, 2016
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What is a mutual fund? Mutual funds were invented over 100 years ago to serve the needs of small investors and they are still popular today.  A mutual fund is like a basket of usually 50, 100, 200 or even 500 stocks or bonds.  It is an in