Integrity, trust & respect are the core of our firm culture. We strongly believe in the fiduciary standard (of care) and will always act for the sole benefit & interest of our client. Our Philosophy is simple:
- Plan your desired outcome;
- Protect your capital assets, first;
- Participate in growth, opportunistically
This site was created as an avenue to present our research-driven perspectives and information, in an interactive & educational environment.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When considering life insurance, it's important to understand your options.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here's a breakdown of how the federal government spends your tax money.
It's important to understand how inflation is reported and how it can affect investments.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Learning more about gold, and its history, may help you answer that question.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you have causes that you want to support with donations? Here's three tips.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.