Blog
Who we are.
If you're looking for a financial advisor who will put you first, then contact us today. We'd be happy to discuss your financial situation and help you develop a plan to achieve your goals.
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What is a pass-phrase, and why you should have them?
Passphrases are a simple way to improve your online security. By following the tips above, you can create a strong passphrase that will help to protect your accounts from unauthorized access.
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Why you need a financial advisor.
Why you need a financial advisor A financial advisor is a professional who can help you manage your money and achieve your financial goals. They can provide guidance on a variety of topics, including investing, retirement planning,...
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Freedom of choice 403(B)
Have you ever wanted more control, more access and have your 403(B)/401k/457 professionally managed with no additional cost? This may be your answer!
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More safety
If you have concerns over the safety of your money the Dunham Insured Deposit Marketplace may a great tool for you to utilize. This is a money management account that give you up to 50,000,000 of FDIC insurance. I attached the flyer to...
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Are Performance-Based Fees Right For You?
Are you are an accredited investor? Has your portfolio value "corrected" lately? Would you rather your investment advisor assessed their fees based on an account high water mark? Give us a call. We'd be honored to discuss a better way.
Read MoreWhat Can I Expect?
What can you expect when you start working with us? Deep understanding of your wants and goals. Personalized, individual recommendations and advice. On your timeline.
Read MoreShould you adjust in a down market?
Should you adjust your investments during a down period in the market? This can be a tricky question. To some this can be an incredibly difficult question depending on your investment timeline or risk profile. One...
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Market Timing
Attempting to time the market can be a very risky play and potentially a costly one. We would love to know exactly when you should buy and exactly when you should sell, but should you? Is "calm & steady" a better approach? This...
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