The new era of retirement & legacy planning
It’s not just about money! Retirement & legacy planning today requires a plan that aligns your values, beliefs, family, and health with your life savings and financial goals.Who we are
Fee-based fiduciaries advocating for you and your family through intentional portfolio design and disciplined management.
Inspiring conversations, tools, and resources to help you plan for the mental, social, physical, & spiritual aspects of life.Our Wellness Strategy
September has fulfilled its reputation as an ugly month for stocks. The S&P 500 finished the month down -4.9% and -3.7% lower for the quarter. The Nasdaq Composite was off -5.8% in September, and down -4.1% for the quarter. Both posted their worst months this year. The D (Read More)
U.S. markets finished August on a sour note. For the month, the Dow declined 2.36%, the S&P 500 slid 1.77%, and the Nasdaq posted a monthly loss of 2.17%. It was a volatile month with the S&P 500 suffering its first loss since February, while the Nasdaq logged its fi (Read More)
Stocks finished July on a positive note, with the S&P climbing 3.1%, its fifth consecutive month of gains. The Dow jumped 3.4% after experiencing a 13-day rally, its longest since 1987. The Nasdaq Composite popped 4.1%, its first five-month streak in more than two years. (Read More)