Client Updates

June 25, 2020:  According to recently-published reports, not only can required minimum distributions (RMDs) from some retirement plans, including IRAs, be waived for the year 2020, but those individuals who have already taken RMDs earlier in 2020 can roll those distributions back into their retirement accounts by August 31, 2020 without penalty, if they wish to do so.  If you are interested in waiving/suspending your RMD for 2020 and have not yet done so--or if you have already taken your RMD and wish to roll it back into your retirement plan--you should consult with your tax adviser soon.

OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

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WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

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INVESTING FOR
AND IN RETIREMENT

 

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Much (perhaps most) of the risk in investing comes not from the companies, institutions or securities involved. It comes from the behavior of investors.

Howard Marks

Wait for a fat pitch and then swing for the fences.

Warren Buffett

The investor’s chief problem—and even his worst enemy—is likely to be himself.

Benjamin Graham

In investing, what is comfortable is rarely profitable.            

Robert Arnott

Many shall be restored that now are fallen and many shall fall that now are in honor.

Horace