Experience the Difference
“The only way to do great work is to love the work you do” – Steve Jobs
Client Relationship
Are you someone who likes being taken care of?
Wealth Strategies
“The fruit of your work grows on other people’s trees” – Peter Drucker
“Go confidently in the direction of your dreams. Live the life you have imagined.”
The Latest From Our Blog
Weekly Market Commentary – Are we witnessing a historic event?
The Markets Are we witnessing a historic event? For an airplane or a spacecraft, a soft landing occurs when the vehicle “touches the ground in a controlled and gradual way that does not [...]
Weekly Market Commentary – Financial markets appear to have pre-election jitters.
The Markets Financial markets appear to have pre-election jitters. The United States election is less than two weeks away. The candidates are neck and neck. The outcome remains uncertain. And expectations for volatility have [...]
Weekly Market Commentary – Happy birthday!
The Markets Happy birthday! The bull market in stocks charged past its two-year birthday on October 12. “This unique bull market is still young relative to history and, for now, supported by relatively healthy [...]
Weekly Market Commentary – There was a lot to celebrate last week!
The Markets There was a lot to celebrate last week! The Standard & Poor’s 500 Index closed above 5,800 for the first time—and that’s not all. The Dow Jones Industrial Average also notched a [...]