Tax Planning

Take proactive steps to reduce the taxes you pay when it‘s time to file your return.

Investment Advisory

Know what you have. Know what you need. Then, map a plan for staying on course.


Investment Philosophy

Inflation Worries and Higher Bond Yields Pressure Stocks in Q3

The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond yields, fears of a rebound in inflation, and concerns about a future economic slowdown weighed on the major indices in August and September and the S&P 500 finished the third quarter with a modest loss. 

Investment Philosophy

The Stock Market vs. Stocks in the Market

Any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. Learn this important lesson: While many people think they know more than other investors, none of us knows more than the market.