We are a diverse financial services firm dedicated to helping you establish, implement, and manage your long-term financial goals.


Go to ABC News Weigh the Downsides of Tying Up Your Money
View the Archive

The “forecast” for 2015

“Now the water’s wide and deep and brown.  She’s crossing muddy waters”- John Hiatt  Yes, it’s that time of year. The pundits and experts take out their crystal balls and tell you exactly what is going to happen next year. Where will the Dow close? The S&P?  What will be the interest rate on the 10 year Treasury? You willRead the Rest…


Musings on Recent Market Volatility

piecharts_img2

Welcome Fellow Lizard Brains! Back in 2005, Terry Burnham penned Mean Markets and Lizard Brains. The point of his terrific book was that parts of our brain are wired to behave in a reptilian fashion, responding to fear and greed instinctively. Yes, I have that same reptilian response that you do-come on, admit it! When the market is volatile andRead the Rest…


If you have questions, click on contact us, or call us at 719-477-9883 or 1-888-571-3713. We look forward to talking with you.