Bridging the Confidence Gap
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
From the desk of Jim McCarthy, CFP®, ChFC®
March 2024 Monthly Outlook - Resilient
I hope this note finds you well.
The financial markets and the US economy continue to be resilient. After eclipsing the 5,000 mark on the S&P 500 early in February, stocks pulled back on a CPI inflation report that showed the decline in inflation had slowed in January. But that pull back stayed above key levels of support and stocks subsequently moved higher again.
What Does Your Retirement Look Like?
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.
Words of Wisdom
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Meet the Team
Our Team
Our professionals are ready to evaluate and support all your potential investments.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.