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Dividends Matter

Dividends Matter

Posted by Ralph Scherer on Thursday, June 04, 2015 Our domestic stock selection strategy has always favored dividend-paying companies and especially those that are growing their dividends.
1st Quarter 2015 Review & Outlook

1st Quarter 2015 Review & Outlook

Posted on Friday, May 01, 2015 A strong U.S. dollar and sharply lower oil prices weighed heavily on stock markets at the start of the quarter, particularly for large U.S. multinational companies who have a high level of currency exposure.
Dave Foster, CPA, CFP® Quoted in The Wall Street Journal

Dave Foster, CPA, CFP® Quoted in The Wall Street Journal

Posted on Monday, June 29, 2015 Dave Foster, CPA, CFP® was quoted in the Wall Street Journal article, “The High Cost of Being Self-Employed” by Jonathan Clements in the weekend paper on June 27, 2015.
Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Posted on Thursday, November 14, 2013 This year's client event held on October 1, 2013 featured Dr. Robert Biswas-Diener. Known to many as the "Indiana Jones of positive psychology", he has traveled the globe researching the relationship between money and happiness.
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  • Jim & Margie

    Jim & Margie

    A physician planning for retirement and preparing to send three children to college.
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