Below you will find some relevant information to common questions and areas of focus. We hope you find it helpful and share with others who may need and/or benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about.  We are always here to be of service.

The Markets and Investment Performance…


The best investment advice we can give you in a year like 2022, is to double down.  Seriously. When things get ugly, like they did in 2022, put more into your investments. Buy more assets at cheaper and cheaper prices and snatch up what everyone else seems to be panicking and selling.

Woulda Shoulda Coulda


Often in life the simple things are the most important, what we do day to day enjoying our lives surrounded by the people and things we love.  One would never go to their life’s end regretting smelling the flowers, hugging often, laughing loudly, and stopping to ponder the existence of a beautiful butterfly.  Things we “would” have done more had we made time to do so.