Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance.

Protecting Your Identity

Protecting Your Identity

Identity theft is the fastest growing crime in the U.S., with more than 13 million victims each year (source Consumer ...
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10 Fundamental Truths of Investing

10 Fundamental Truths of Investing

Over the long term, stocks have had greater total returns than bonds.  Over the short term, stocks have been much ...
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Rising Interest Rates & You – Do they matter?

Rising Interest Rates & You – Do they matter?

We are not market prognosticators nor do we believe that short term changes in the broader equity or fixed income ...
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Increasing Government Revenues, Shifting The Tax Burden and helping Lower Income Americans- a proven but counter intuitive approach

Increasing Government Revenues, Shifting The Tax Burden and helping Lower Income Americans- a proven but counter intuitive approach

The debate about changing the tax code comes up every election cycle.  The reality is that the way to increase ...
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Benchmark YOU

Benchmark YOU

There is a natural tendency to want to compare our own portfolio to the Dow Jones Average or S&P 500 ...
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