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When Markets React
Markets can sometimes wobble on the heels of economic or geopolitical upheaval. When deciding how you’ll respond, remember the big picture.
The Junk Drawer Approach to Investing
Are your investments piled together with no rhyme nor reason? Take a step back and see why it helps to be organized.
Exit Strategies of the Rich and Famous
Historically, some very smart people haven’t been very smart about estate management. Done properly, estate management can provide a clear direction to heirs. Done poorly, it can lead to confusion and discord. Here are some wise—and not-so-wise—strategies the rich and famous have employed to manage their estates.
The Facts About Income Tax
The tax code is so complex that, if tax compliance were an industry, it would employ more than three million full-time workers. Taxes can have a big impact on your finances. Take a quick look at the history of taxes, the tax-management process, and who pays what in taxes.
What Smart Investors Know
How do you make investment choices? Are your decisions based on rational analysis or are they driven by emotion?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here you’ll find a wealth of information in the form of newsletter articles, calculators, e-seminars and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your Financial Life Journey. We have created this Web site to help you gain a better understanding of the financial concepts behind debt management, savings, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals and dreams.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Helping You Navigate Life's Financial Journey. /SDG/
"If any of you lacks wisdom, you should ask God, who gives generously to all without finding fault, and it will be given to you."
- James 1:5 NIV
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.