Independent Financial Guidance and Market Insight
Balance in a Changing World
It's been said that the only constant in life is change. Change brings uncertainty and risk but it also creates opportunity and growth. Engaging these contrasting forces is the key to achieving balance.
Successful investing is about managing risk - not avoiding it!
In today’s world, acquiring wealth and protecting financial assets are essential parts of securing balance in our lives. It embodies a large part of who we are and how we perceive ourselves in society. Defining how we view wealth, how we want to use it and perhaps ultimately pass it on, are the initial steps in planning for your financial future.
We've designed this website to help educate you about our process and philosophies. We hope you enjoy it and take advantage of it as a resource to navigate change, achieve financial security and attain your balance.
Newsletters
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?