Applying wisdom, intelligence and integrity to help families achieve their financial goals.

Our goal is to help our client's lead successful lives free of financial stress. We believe that prudent financial counsel combined with a commitment to act, is the path to achieving ones goals. Our team members have earned advanced degrees and certifications, and engage in continual education so they can provide sage guidance. While we are proud of what we do and what we have achieved on behalf of our clients, it is our core values that motivate us and separate us from the crowd.


Research & Commentary

Oakmark Value Investor Insight - Courage Of Convictions - He's seen it all from his vantage point as one of the industry's top international investors - Morningstar named him Foreign Equity Manager of the Decade in 2010 - but even David Herro is impressed with the level of economic turbulence today.

Returns Exposed - A global multi-asset review of 2014 results and perspective on the lost decade.

RiverFront Investment Group - Outlook 2015 Highlights: The policy pendulum swings.  Rod Smyth (RiverFront's Chief Investment Strategist) discusses their outlook for 2015 while also taking a look back.

The Shiller P/E Enters Rarefied Air - The domestic stock market cannot deliver a sustainable double-digit return without entering a speculative bubble, based on historical data reflecting correlations between the level of the Shiller P/E and subsequent outcomes in the stock market over the past 134 years.

Cheap Oil - What Is It Good For? - A major theme in 2015 will be the winners and losers of the collapse in oil prices. The winners will include oil consuming countries and industries, global consumers, and assets that benefit from low inflationary pressures. The losers will include oil exporting countries, the energy sector and industries that benefit from energy production. This piece explores the impact on countries, industries, and consumers of lower energy prices.

Fixed Income & Macro Outlook 2015: A Bad Case Of The What Ifs - Janney's Fixed Income Strategy Team provides it's thoughts on the 2015 economic outlook, interest rates, credit,  and municipals.

Liquidity And Your Portfolio - Since the beginning of the global financial crisis, the term "liquidity" has been thrown around a great deal - sometimes carelessly.  That said, the concept is of crucial importance to investors of all stripes.

Diversification Works - For the last three years the US stock market has been performing much better than other global markets.  Investors based in the US who compare global portfolios to the S&P 500 may feel as if diversification is dampening their portfolio performance - and in the short run, it is.

To view past Research & Commentary click HERE








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