Your Financial Resource

Most financial plans are too complicated, too full of jargon, and too long term in focus for the investor.

We focus your time and energy on what you can change in the next three years. Long enough time to smooth out the noise in the market, short enough to maintain focus, and a meaningful period to effect real change.

Focus on what you need now to see the real trends, filtering out the distractions and permitting you to make an immediate difference in your future.

Recent Posts See the full list

Portfolio Management

Meeting and exceeding your financial goals is our central focus. How do we do it? By carefully listening to your needs, then offering you sound, strategic advice, expert analysis and a careful selection[more…]

Your Next 3 Years Plan

Personal Financial Action Plan | As part of our service to our clients we review each of the following to discover ahead of time if there is an opportunity to be taken advantage of[more…]

The Importance of Being a Contrarian Advisor

Part of being a Contrarian Portfolio Manager is looking for opportunity where investors are forming a consensus. Remember, a consensus is usually correct for a short period of time and[more…]

Market Commentary

Volatility and the State of the Stock Markets | May 2016 There is no question that the size of day to day changes in the stock markets in general, and[more…]

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