Serving Our Clients for 39 Years
Keep up with what's going on in the financial services industry.
DOL Fiduciary Rule: Letter from the President
By: Cynthia Scott
5/5/2016 1:18 PM
Do you know if your investment advisor follows the Fiduciary standard or the Suitability standard? If you don’t, the U.S Department of Labor is going to make sure you do. Read More...
Types of Retirement Accounts: Letter From the President
3/10/2016 11:21 AM
Here we are again at tax season. It happens each year that we try to find as many deductions as possible to lower the tax amount owed. It is also a time when we look at retirement options. Read More...
Dollar Cost Averaging: Letter From the President
2/2/2016 11:07 AM
If you are an investor, however, who uses dollar cost averaging, the market downturn is an opportunity to make money. Learn more about dollar cost averaging here. Read More...