• About Us
  • Who We are
  • Our Mission
  • How We Are Paid
  • Our Philosophy
  • In the News
  • Referral Network
• Client Statements
• Client Resources
  • Client Resources
  • Choosing Your Advisor
  • Newsletter
  • Links
• Contact Us

 

QUARTERLY MARKET COMMENTARY

Click here to read the First Quarter 2010 Market Commentary

KEY NUMBERS FOR 2010

Click here for a helpful chart that shows newly released inflation adjustments that affect income tax, education, and long-term care planning in 2010.*

*The foregoing is intended solely for informational purposes. Nothing contained herein should be construed as legal or tax advice, and should not be relied upon for such. Legal and tax advice should only be obtained from your attorney or qualified tax professional.

How to Choose the Right Financial Advisor

Is your current advisor right for you? How can you tell? Looking for someone you can depend on? Read this insightful article about how best to choose a quality advisor.

CFP^® Code of Ethics Brochure

Click here for the most up-to-date code of ethics from the CFP; Board of Standards.

Financial Links

• Yahoo Finance – Free information, facts and figures on stocks, bonds and mutual funds
• Morningstar.com – More free analysis from an industry leader in evaluating investment choices
• American Funds – information about America’s #1 fund family. Also, client access to account activity and online statements
• Hartford Investor – a link to America’s #1 provider of variable annuities and life insurance. Access fund information and account values as well as other great investing information.

FREQUENTLY ASKED QUESTIONS ABOUT SOCIAL SECURITY

Click here for some helpful information which addresses common concerns regarding collecting social security retirement benefits. This includes the effects of part-time work and other earnings on benefits, the age at which you may begin collecting, and spousal benefits.