Latest Articles
Thinking About Gifting to Your Children?
You may want to think again! It’s common for a parent, or parents, to start gifting assets to their children as they get older. The problem is that they don’t[…]
Read more
Your Next Vacation – Retirement
Think back to the last time you took a vacation. Do you recall how much time you spent deciding your destination, where you would stay, transportation, dining, and activities for[…]
Read more
Faith Over Fear
It’s the week after we celebrate our risen Savior…but that’s not the theme here today. It’s fairly obvious that we’re going through a bit of turbulence in the financial markets.[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.