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You’re used to making all kinds of decisions in life. When it comes to your financial wellbeing, getting guidance from people you trust may be the best one you make.
We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high–we’ll help you get there.
we work for you
The future is yours. But it can be challenging to look ahead with clarity. Our trusted financial advisors, together with our proprietary Smart Life Planning Process, provide reliable guidance so you can move forward with confidence.
We work in your best interest; that’s why our advisors work on a fee-only basis. You can always count on knowing exactly where your finances stand at a glance.
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While US equities are having a strong year with the S&P 500 up roughly 21.5% including dividends since the first of January through the end of August, other markets are not performing nearly as well. The emerging market stock index is up only 2.8% for the...
Jim Kramer says Cryptocurrency should be 5% of your portfolio! I have to admit I enjoy watching him sometimes, a guilty pleasure, although a little goes a long way. The truth of the matter is that Jim is primarily a financial entertainer. He says all sorts of...
James Anderson will retire next April as one of the great investment managers of recent decades. He has spent his career since 1983 at a large Scottish-based investment management firm called Baillie Gifford, co-founded their Long-Term Global Growth Strategy back in...