Creating wealth management solutions based upon individual needs, goals and risk tolerance.

It’s not what you make that matters; it's what you keep

It’s not what you make that matters; it’s what you keep

The highest return isn’t always the one that puts the most in your pocket. Why? Because it’s not what you ...
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It’s Not as Bad as We Are Told

It’s Not as Bad as We Are Told

The news is full of gloom and doom. Some people have vowed not to read or watch news reports because ...
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Where Are We, and Where Are We Going? A Mid Year Update on Markets & The Economy

Where Are We, and Where Are We Going? A Mid Year Update on Markets & The Economy

As the volume and pace of news continue to increase, it’s easy to get distracted from the opportunities and also ...
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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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