We are a diverse financial services firm dedicated to helping you establish, implement, and manage your long-term financial goals.


Go to ABC News Why You Need to Know
Your Net Worth
View the Archive

Snake oil or diversification? Maybe some of both?

piecharts_img2

In a momentous decision this week, CALPERS (the California Public Employee Retirement System) announced that it would shed all of its hedge fund holdings. This was the Absolute Return portion of its portfolios and it cited cost and complexity as the leading reasons to get rid of these portfolio constituents. The amazing thing is that this comes as my emailRead the Rest…


Run Your Own Race

investment_img2

It is only natural to try to compare to others when considering “how am I doing?”. In the investment world, most Americans compare their portfolio to the S&P 500, an index of 500 large US companies that are publicly traded. If you are underperforming, is it time to make a change? Most investors in reasonably well balanced portfolios feel likeRead the Rest…


If you have questions, click on contact us, or call us at 719-477-9883 or 1-888-571-3713. We look forward to talking with you.