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A look back at 2016 thus far.

Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump. Read more »

 

Why did some sectors rise more than others?

Wall Street likes certainty. When startling financial, political, or societal events occur, volatility usually follows, and the major indices may fall. Read more »

 

A huge shift is underway, with the client in mind.

A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. Read more »

Advisory Fee-Based Financial Planning

 

The AIF® designation represents specialized knowledge of fiduciary responsibility & standard of care for your assets. Read more »