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Our process begins with an initial phone call where you can discuss your goals and get answers to all of your questions.
Recent Updates
Weekly Market Update – March 14, 2025
Quick Takes The S&P 500 Index started the week with its worst day of the year and finished the week with the best day of 2025, but still lost ground overall for the fourth straight week. The rebound rally on Friday was just one day it entered correction territory...
Weekly Market Update – March 7, 2025
Quick Takes The S&P 500 Index posted its worst weekly performance since September 2024, falling -3.1% last week. It wasn’t alone in its slump as the tech-heavy Nasdaq Composite, the S&P MidCap 400 Index, and small cap Russell 2000 Index also all fell by more...
Monthly Market Update – February 2025
Key Points TGINF Thank Goodness It’s Not February! U.S. stocks took a hit in February, with the S&P 500 Index dropping -1.4% amid weak seasonality, tariff uncertainties, high valuations, and fears of an economic slowdown. The Russell 2000 sank even further, with a...
Financial Planning
We build financial plans to solve your problems.
Payroll and Tax Returns
Our tax division does personal and corporate tax returns as well as payroll and bookkeeping. In some cases, we provide some services free of charge.
Asset Management
We manage your money for you – with real-time access to your accounts via a phone app.