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      Happy Holidays 2017!!!

Featured Articles for December 2017


Investors' questions continue to change with concerns about the strength of current US & Global markets and looming tax bills.  To remain current with the changing times, Ted and Richard recently attended the Schwab IMPACT Conference in Chicago.

Obtaining information on current issues, as well as finding solutions for the future, this conference offers many educational opportunities including ideas shared by many of the brightest minds in the industry.

US and Global Markets continue their gains,  economies continue to improve, and productivity levels  indicate potential for more room for growth.  These are prime indicators that stressed the common theme throughout the conference of the benefits to asset allocation and diversified portfolios.  Active managers continue to add value and risk management during times of volatility. 

If you have any questions or concerns, please contact us.