facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


View our latest blog posts

 A Tribute to John Bogle Thumbnail

A Tribute to John Bogle

John Bogle, aka “Jack,” founded the Vanguard Group in 1974 and pioneered the first index fund with just $11 million. He was mocked by Wall Street throughout his life, especially in his early days for launching “Bogle’s Folly.”

2018 Market Commentary Thumbnail

2018 Market Commentary

I hope you had a wonderful holiday season. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, it is worth our time to take a look back at last year.

How To Respond To a Bear Market Thumbnail

How To Respond To a Bear Market

If a trusted colleague or close friend told you that the next bear market was right around the corner what would you do with your investments? Perhaps you don’t believe your colleague because your financial advisor assured you that the current bull market will last many more years. According to The Balance, from 1900 – 2014 there have been 32 bear markets so it’s likely we will experience a few more in our lifetimes.

Schedule a Free Consultation