Our Guiding Principles


 

 

Our primary role as financial advisers is to help our clients lead better and more rewarding lives and to help foster their economic well-being. We believe that we must not only be competent and well informed but above all be honest, accountable and available.

The most successful relationships are those built on mutual trust and openness where values are not compromised and integrity is never questioned.


 

Calculators

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  • Know Your Mutual Funds

    Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,679.90 -0.33%
Dow Jones Transportation 10,461.73 -0.29%
Dow Jones Utilities 791.19 +0.12%
NYSE Composite 12,616.80 -0.32%
OSX Oil Service Sector Index 85.58 -0.21%

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