The 2 most important things you need to reach your investment goals

November 16, 2017
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by David Cross, CPM

I am often asked by people intervie

Are we wired to fail at INVESTING?

October 24, 2017
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In a word, yes.

by: David Cross, Certified Portfolio Manager

This is your brain Read More

Dow 22,000

August 31, 2017
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A common concern we hear from investors today is that there is limited upside to investing, and people are concerned with the potential for another cataclysmic decline like the one we saw in 2008 and 2009. Read More

Bourbon & Baubles

June 30, 2017
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Join us for an EXCLUSIVE Event where we will taste a rare bourbon - Old Rip Van Winkle 10 year.  RSVP to Karen Karl at 678-896-0696 or email us at