We Help You Plan For The Future With Confidence

Most people dream about what they’ll do when they retire, but they don’t know how much money it will take to get there.  We use evidence-based investment strategies to help our clients prepare for the retirement of their dreams.


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Make Life Easier in 2020

  • January 16th, 2020

Connie Brezik, 1/16/2020 As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? A friend recently mentioned that each year she…

Active Management’s Persistent Failure to Persistently Outperform

  • January 16th, 2020

Larry Swedroe, 1/14/2020 Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It also puts out a pair of scorecards each year that focus on persistence of performance. This is an important issue because if…

Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

  • January 9th, 2020

Bethany Ketron, CFP®, 12/31/2019 Budget. It’s a term that strikes fear in almost everyone at one time or another. But, while many people view investing as the key to financial success, it’s really budgeting that unlocks the door. After all, you need assets in order to invest them. Because budgeting is so often negatively associated…

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