News & Events

Performance Differences Among Accounts


May 22, 2013

All of our clients receive an investment education session that typically is over an hour in length. It is sort of a “rite of passage”. One important subject presented is how different types of mutual funds are better suited to be held in the various types of accounts the client might have. Much of this […]

Should I Buy My Company’s Stock? AREVA’s ESPP


May 14, 2013

Investing in Your Company’s Stock by Joe Eskridge If your company grants you the right to participate in an Employee Stock Purchase Plan (ESPP), your company has given you an option (the right but not the obligation) to purchase shares in company stock at fixed intervals. Generally you can accomplish this through payroll deduction. Your […]

Low Interest Rates


May 6, 2013

Interest rates in the U.S. have been quite low for about four years. They have been REALLY low since 2008. Economists are starting to worry about the effects of such a prolonged period of low interest rates. We could easily find ourselves with too much of a good thing. The purpose of this article is […]

SIGN UP FOR OUR NEWSLETTER