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Whatever the topic (interest rates, economy, a specific company, etc.), if we feel we can give you a different viewpoint, simplify the topic, or just apply some sanity, we will take a crack at it... in our own unique way. We know investment success is a product of staying invested for the long-term.  And our goal is to share as much info/data that you, too, will one day ignore the short-term noise so you can enjoy the long-term gains.


In addition to social media outlets, we utilize our blog,, as well as client quarterly newsletters to disseminate information.

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Latest Posts:
April 12th, 2024: Why We Stay Invested...Forever
March 15th, 2024: 2023: The 401(k), Gone In A Decade...Quite Possibly
September 15th, 2023: Historically, The Worst Month...September Paints A Clear Picture Of Investors Greatest Folly
August 25th, 2023: Your Real Investment Risk: Living Too Long (Only If You Shift Investment Gears)

Quarterly Newsletter

Recent Newsletters:
Q4 2023: The Year of Ends and Restarts....Landing Back Where We Started Two Years Ago
Q3 2023: The (Predictable) Rise Of The Alternatives To Stocks
Q2 2023: A Reminder, The Stock Market Is Truly A Market Of Stocks

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