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The Numbers & “Heat Map”

Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be... Read More

Quote of the Week

“The question of what you want to own is actually the question of how you want to live your... Read More


Our offices will be closed on Monday, May 29th, in observance of the Memorial Day holiday.  We are grateful... Read More

“Your Financial Choices” Radio

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing:  Listeners’ Questions. Questions can... Read More

Current Market Observations

Equity markets continued to languish as the biggest non-news was the lack of a debt ceiling agreement out of... Read More