Mid-Year Report: The Rewards of Perseverance

Summer is a wonderful time for vacations, family reunions, backyard barbeques, and reading a good book among other things. It’s a time to reconnect, recharge, and relax. We hope you are able to take some time and enjoy this season.…
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What Great NCAA Basketball and High-Performing Investment Portfolios Have in Common

Good Start in 2015 for Diversified Portfolios Every year I always look forward to the NCAA basketball tournament.  Everyone seems to be excited as even small schools have a chance against the power schools. I love how the competition for…
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The Merits of Not Following the Herd

As we reflect on a great 2014 and look ahead to 2015, we are first and foremost grateful for the opportunity to serve you and to support your family and businesses.  Our goal is to help equip you to be…
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Seasons: Financial Market Analysis and Financial Planning

The Fall season is underway and we hope everyone is enjoying this beautiful weather. Fall is a popular season due to the mild temperatures and nature’s beautiful colors, but also it’s a good reminder of the cyclical nature of things. …
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Mid-Year Report: More Fun, Less Fireworks

I love the 4th of July, not only because it is a reminder of the birth of our great nation, but also because of all the cookouts, parades, and, most of all, the fireworks.  Our family spent the 4th this…
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