Investment Articles

It's our goal and commitment to keep our clients updated regarding the latest market trends and to provide sound personal finance advice.  View some of our latest articles below and feel free to call us to set up a time to further discuss your financial future.


Municipal Bond Tips
Feb 1, 2011
Whether you’re just investigating municipal bonds or are reviewing your current muni bond portfolio, consider the following guidelines: Compare the returns from municipal bonds to other types of bonds. Since the interest income is exempt from fe ...Read More


Clean Up Your Accounts
Feb 1, 2011
Now is a good time to gather your information together, thoroughly analyze it, and clean up your portfolio. Some points to consider during this review include: Take another look at your asset allocation plan. Do this before you review your actual investm ...Read More