Latest Commentary

Rebalanced (our blog)

Our singular focus is on growing and protecting the wealth of our clients. This allows us to act in their best interest, providing objective guidance and disciplined investment management.

Market Commentary
April 27, 2017
It's become a common theme in our newsletters where we like to remind investors to take a step back from the headline news to examine where we really are in the Bull Market Cycle. Click to read more about what history tells us...

Policy Update – Social Security Benefits
November 5, 2015
Recently Congress announced that it is making changes to the Social Security filing strategies that many couples have used for years to add thousands of dollars to their retirement incomes. Before you read any further, please note that if you … Continue reading