Independent · Transparent · Fiduciary
Services
Services
Customized portfolios and comprehensive financial planning
Customized portfolios and comprehensive financial planning
Portfolio Management
Our portfolios are managed with a blend of strategic and tactical asset allocation and customized to fit each individual client’s financial situation.
Financial Planning
We provide a comprehensive, holistic approach to financial planning and wealth management to ensure clients are prepared for their ideal vision for the future.
401(k) & Pension Consulting
For small business owners, sole proprietors, or those without a plan, we assist with the design and implementation of your retirement plan.
We strive to understand each client’s needs, expectations, and risk tolerance before beginning any new advisory relationship.
Economic Growth: Slowing now, with substantial slowing on the horizon.
The key to successfully navigating 2022 is keeping a commonsense approach to proactive risk management, controlling emotion in the decision-making process, and having patience.
Federal Reserve Policy: Tapering faster, rate hikes coming, balance sheet reduction…markets beware!
As a result of reported 7.1% inflation as measured by the Headline Consumer Price Index (CPI), Chairman Powell’s comments on
Inflation: Hot and Sticky, Like the Dog Days of Summer
With inflation coming in above estimates, personal savings have been depleted in many middle and lower-income households. Real wage growth continues to trend negatively.
Economic Growth: Slowing now, with substantial slowing on the horizon.
The key to successfully navigating 2022 is keeping a commonsense approach to proactive risk management, controlling emotion in the decision-making process, and having patience.
