Locally Owned – Independent & Objective Advice
Our Goal is Your Financial Success
Organize Your Financial Life
Gain Confidence for an Uncertain Future
INVESTMENT MANAGEMENT
Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets.
BUSINESS RETIREMENT PLANS
We can help you setup and manage 401(k)’s, SEP’s, and Simple IRA plans.
FINANCIAL PLANNING
Most people already have savings, investments, and retirement funds, but they don’t have a plan.
401K and IRAs
FIND OUT HOW we can help you save for retirement and protect your financial future.
RETIREMENT INCOME PLANNING
We can help you manage your 401K AND INDIVIDUAL RETIREMENT ACCOUNTS.
DIVORCE PLANNING
Financial planning during divorce is stressful. We can help you make better informed decisions for your long term future.
HOW WE WORK WITH YOU
Fee-only, Independent & Objective Advice
We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what’s important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal.
RECENT ARTICLES
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The Beige Book
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Market Commentary
July 2024
Well, the first half is over, and it was pretty decent. Looking forward to the second half!
The markets have been pretty consistent this year, (excluding the small dip in April-cash for taxes…), and we might see a decent summer this year. It seems the market is positioning for which party will win in November. They don’t know who will win but will still trade like they do.
The hot chip market has started to cool a little. I think a lot of the newest investors in this sector may not understand that you don’t replace chips very often… and that “AI” is not all it’s cracked up to be. AI couldn’t even handle a McDonald’s drive thru. Of course, we have had AI for years. Microsoft Office, for instance, always trying to change things for you. (obnoxious!) Many manufacturers have used AI and lasers in manufacturing processes since the seventies. So it’s nothing new. I think many people are looking at the novelty more than real use. So I don’t get much excited about it….
Please call if you have any questions or concerns.
Laurence E Menna, CFP®, AIF®
Financial Advisor