Welcome to our Web site


Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:

  • College planning - long-term planning to help you get ready when your children are
  • Retirement planning - to design an investment strategy to help you work toward all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Estate planning - with a goal of preservation of wealth from generation to generation
  • Long-term care - with an objective that you and your heirs are well cared-for
  • Individual stocks - to provide you with added long-term growth potential.  Stock investing involves risk including loss of principal.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.