The road to financial flexibility.
Helping individuals attain financial success by building a lifetime relationship based on mutual respect and trust.
We are independent from banks, brokers and life insurance companies. As a fiduciary, we put client needs first. Our clients have chosen to work with us because they trust us to achieve their financial goals.
Our philosophy is to achieve client investment objectives using a professionally managed, customized investment program. We structure each portfolio based on a client’s financial circumstances—both now and in the future.
As most of our readers know, we offer a forecast of the economy and financial markets for the coming year and evaluate our prior year’s prognostication. This year is no different, so let’s see how our forecasts for 2024 turned out (note italics for the predictions) and what we see in our crystal ball for this year.