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

Mixed Markets Continue – Weekly Update for June 19, 2017

Markets remained mixed last week as the Dow closed at another record high, while the NASDAQ fell and the S&P 500 held steady. By Friday, the Dow gained 0.52%, the NASDAQ fell -0.92%, and the S&P 500 gained a slight 0.05%. Meanwhile, the MSCI EAFE remained virtually unchanged from last week, down only -0.002%. In other markets, […]

June 2017 Market Update Video

The economy has sped up a bit during spring. In this month’s video, Tony takes a tour around Findlay as he talks about some of the major headlines that influenced markets in May. We hope this information offers insight into what these developments might mean for you as an investor. If you have any questions […]

Subscribe

Subscribe to receive our blog and Weekly Market Updates. Signup here!

Client Web Portal

Login to view your investment reports.