Investment Management
We customize our investment strategies to meet each client’s needs. Together we can build an investment portfolio that reflects your risk tolerance, time horizon, and life goals. We focus on proper asset allocation and risk management, as they are the main drivers of long-term performance.
Our relationship with Cetera Advisor Networks provides our clients with access to institutional investment managers through individually-managed stocks, bonds, and alternative investment portfolios, as well as mutual funds and other investment vehicles, offering management styles that range from ultra-conservative fixed-income to more aggressive growth.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.