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Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Enjoying a secure financial future all comes down to making mindful decisions today.

We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs. We’ll help you understand all the options available to you for managing your personal, family or business finances.

No matter what your personal or business goals may be, we are here to help:

Retirement Planning
Education Planning
Mutual Funds
Tax Deferred Annuities
Life Insurance
Stocks and Bonds
401(k) Rollover and IRAs
Long Term Care Insurance
Building Wealth

Line graph showing ages of all home buyers (red), repeat buyers (green), and first-time buyers (yellow) from 1980 to present.

Chart of the Day

Chart of the Day: First-Time Home Buyers Are Holding Off

December 2, 2025

Today’s Chart of the Day is from Axios Visuals with data from the National Association of Realtors.

Overnight versus intraday returns for the SPDR S&P500 ETF (SPY).

Chart of the Day

Chart of the Day: Day or Night Trading

November 25, 2025

The topic of Today’s Chart of the Day is something that often crosses my mind in the morning when I look at how the market is going to open.

Chart illustrating the difference between investing (solid blue line) and gambling (broken blue line).

Chart of the Day

Chart of the Day: Investing vs. Gambling

November 20, 2025

Today’s Chart of the Day is from Michael Mauboussin and highlights the difference between investing vs. gambling.