Market Watch

February 06, 2012 @ 12:51 AM

Dow Jones Industrials 12,862.23+ 156.82
Nasdaq Composite 2,905.66+ 45.98
S&P 500 1,344.90+ 19.36
10 Year Treasury Note 1.95+ 0.12

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"Two are better than one"

"Two are better than one because they have a good return for their labor"

Ecclesiastes 4:9

Our Mission:

 

Serve one client well and replicate that as many times as possible.

Invest our time, talents and treasures into the lives of our clients and our associates.

 

 

Understanding that the needs of our clients are complex in nature, we have adopted a team approach in the services we provide our clients.  Through the unique skills, distinct abilities and wide range of experience that each of us bring to the practice, we are able to address the needs of our clients far better than any one of us could achieve alone. 

 

Together, we serve our clients by advising them in the wise stewardship of their resources.  Our practice is blessed to work with clients of various backgrounds and places in their financial journey.  From the young family just getting started to those in their retirement years, our approach is the same: Serve our clients well by understanding their goals and aspirations and meet those needs with the best planning, investment and insurance resources available in the financial services industry.

 

We invite you to learn more about us and the services we provide by investigating our site.  Should you wish to further discuss your financial goals and a plan to get there, we welcome an email or phone call to establish a meeting for such a conversation.

Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

More Newsletters →

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