Ken Bown

Active Vs Passive Management

It’s been interesting hearing peoples’ comments concerning market performance ending the year 2014. Here’s an article I ran across that supports a philosophy based on a strategic investment approach over a tactical one. For the full article plea [...]

Craig Rollins

New Website Launch

We are excited to launch our new website designed and built by Sebo Marketing!  Please feel free to browse around the site and absorb all of this great information about our wealth management, investing, taxes, and estate planning services.  If you have any quest [...]