141 West Main Street
Bridging the Confidence Gap
When Markets React
It May Be Time for a Financial Checkup
Our 2023 Tax Guide
Where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare
September 2023 Monthly Outlook - Seasonally Weak Period
August was a down month overall for stocks, but after falling almost 5% in the early part of the month, stocks rallied into month end and finished down only 1.6% (S&P 500). Bonds also saw declines during August as interest rates increased from 3.96% at the end of July to 4.17% at the end of August (US 10yr Treasury).
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.