Mission Statement
My mission is: To help you understand and achieve your financial goals. I believe that you should invest your time before you invest your money. I believe that one of the most important factors in investing is that you, my client, are comfortable in the knowledge that I have identified and understand your personal goals and your ability to tolerate risk.
Newsletter
POST Winter 2012-2013
Deck the Halls has a new meaning when applied to Congress and the endless political theater as the fiscal cliff looms. There is, however, anoth-er clock ticking. The stock market crash and subsequent volatility has many investors on the sidelines. While it might feel "safer" to be out of the market, rock-bottom interest rates are jeopardizing the ability to save for retirement. With tax hikes on the horizon and cuts to entitlement programs on the table, the need for planning may never be more pressing.