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Founded on family.
Built on trust.
Founded on family. Built on trust.

Our goal is to allow wealth to act as a positive influence in your life. We know our clients well, and pride ourselves on using over 50 years of knowledge, wisdom, and experience to help you to achieve your goals and aspirations.

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Cybersecurity is important and more relevant than ever. As our time online has increased significantly over the last 2+ years, more of your data is being shared. We are sharing our tips for preventing your personal data from falling into the wrong hands.

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There are a few new rules to know about IRAs and retirement savings in 2022; get the details to plan ahead.

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At its core, life insurance is a form of financial protection for loved ones should something happen to you. More specifically, life insurance is a contract with an insurance company that—in exchange for premium payments—guarantees a cash death benefit to beneficiaries if the insured dies while the policy is active.

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We are pleased to announce that Faisal Butt, CFA, FRM,  has joined the firm as a Senior Research Analyst/Assistant Portfolio Manager. Faisal assists in the portfolio management process in addition to providing in-depth fundamental analysis, thematic research and ESG analysis.

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We are pleased to announce that Hong Chen, CPA has joined the firm as a tax manager. Hong will provide tax advice and prepare tax returns for individuals and fiduciaries as well as partnerships, corporations and private foundations.

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We hope this Thanksgiving finds you with plenty of reasons to be thankful. May you enjoy this celebration with your family full of laughter and happiness.

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As the Fed pushes up interest rates and other central banks around the world follow, yields on fixed income continue to climb. This is welcome news for savers, as returns on cash and short maturity bonds are up significantly this year.

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Global equity market performance continued to deteriorate in the third quarter. U.S. equities, as measured by the S&P 500 Index, returned -4.9% in the quarter, including dividends.

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When tightening down a screw, it takes several turns before you feel it “bite.” The first few turns scratch the surface until the path is set and the threads take hold. The final turns require more force until the screw is fully set.

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