Taking Advantage of Market Declines

On October 19, 1987, Wall Street watched with disbelief as the Dow Jones Industrial Average plunged a near 23%, giving birth to the event that is now referred to as Black Monday. This crash sparked fear among investors about the certainty of markets as it was the... read more

What The Savings and Loan Crisis Tells Us About Investing

The Savings and Loan Crisis of the 1980s is recognized as the most catastrophic collapse of the banking industry since the Great Depression. This crisis, according to the General Accounting Office, caused an estimated $132.1 billion loss to taxpayers. How could this... read more

Investing Lessons Learned From the 1970s Oil Crisis

American life in the 1970s was marked by the massive inflation caused by the Oil Crisis in the Middle East. An oil embargo was placed on the United States in 1973 by OAPEC, the Organization of Arab Petroleum Exporting Countries, due to American involvement in the Yom... read more

Investing During Times of Volatility

This last Monday, February 5th, the Dow plunged by a near 1,600 points, making it the largest point drop during a trading day in history. When the market gets volatile, meaning it changes rapidly and unpredictably, your initial reaction may be to sell and get out... read more

A Corporate Retirement Plan is Cheaper than You Think

When you think about setting up a corporate retirement plan for your employees, do you stress about the amount it will cost you? If you’re like most people, your answer is probably ‘yes’, but the good news is that with a corporate retirement plan such as a 401(k) in... read more

New Year, Same Economic Principles

In 2017, our economy experienced its second largest expansion since WWII. With a new year starting up, this booming economy will be put to the test. When considering our economy’s future performance, energy prices and taxes are a large factor in business and... read more

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Our team is comprised of former Wall Street professionals who have over 20 years of investment research experience to make sure all of your financial planning needs are fulfilled.

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