Discovery Meeting

Contact us to schedule a Discovery Meeting so we can learn more about you and your investment goals. Learn more...

What’s Your Risk Number?

From the Blog

Image courtesy of
FreeDigitalPhotos.net/cooldesign

Dow Sets First Record Close of 2015 Weekly Update – February 23, 2015

Stocks rallied on the news that Greece reached a new deal with its creditors, sending the Dow and the S&P 500 to new record closes and bringing the Nasdaq close to its own record set in March 2000.1 For the week, the S&P 500 gained 0.63%, the Dow rose 0.67%, and the NASDAQ grew 1.27%.2 Greek […]

Capture

What Pushed the Major Indexes up? Weekly Update – February 17, 2015

Stocks ended another positive week at record highs, sending the Dow above 18,000 and the S&P 500 to a new record close. Investors reacted positively to firming oil prices and news of a possible peace deal in Ukraine. For the week, the S&P 500 gained 2.02%, the Dow rose 1.09%, and the Nasdaq grew 3.15%.1 […]

Subscribe

Receive our 2014 Tax Planning Guide by subscribing to our blog feed and email updates. Signup here!

Client Web Portal

Login to view your investment reports.