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The way we see it, most financial goals are rarely your ultimate goals. More often they are the means to an end. As a fiduciary financial advisor, we work together to make sure your important life goals remain achievable and within reach.
Prioritize your financial goals and understand how decisions you are considering today can impact your future.
Find the optimal balance in your portfolio of risk and reward to ensure the money you invest is working for you.
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We setup and manage successful retirement benefit programs for businesses of all sizes.
We never lose sight of why we started in the first place, your success. And we do that with…
In all situations we are fiduciary financial advisors, that means we have a legal obligation to act in your best interest and provide objective advice. We are advocates for helping you achieve your financial, and more importantly, your life goals.
There is only one you, and your portfolio reflects that. Your investment plan is an important component of your financial plan. It’s custom designed with a variety of low cost and tax efficient investments to help grow and preserve your wealth.
Our service model is 100% fee-only. This means our fees are transparent and we are never compensated by outside parties or through commissions. This helps to reduce conflicts of interest, so we remain clearly aligned with your goals.
A Balanced Look at Stock Buybacks (Full Report Version)
Stock buybacks—i.e., a company repurchasing shares of its own stock—have been targets for praise and criticism through the years. So, which are they: good or evil? We agree with The Wall Street Journal columnist Jason Zweig, who once wrote: “Buybacks are neither bad nor good. They are simply a tool. Just as you can use […]
A Balanced Look at Stock Buybacks Part 3: Risks Amidst the Rewards
In our last piece, we summarized the ways a successful stock buyback can deliver powerful, tax-efficient value to shareholders, without stunting future growth. But stock buybacks are like any other power tool: They’re not always the best, or even safest device for every job. Today, we’ll wrap by covering some of the potential downsides to […]
Video: 2023 Mid-Year Review AI, Markets, and the Fitch Surprise
Stephen: Welcome back to another episode of “The Smart Money Show.” I’m your host Stephen Rischall, and with me today is my partner and CFA, David Jacobs. Wow, I really can’t believe that we’re more than halfway through the year so far. And 2023 has been pretty good for markets and the economy. On this […]