Keeping you informed and equipped
regarding all financial matters

We believe it is not only important that we get to know you as a person and an investor, but that you get to know us. So we keep you abreast of news about our team and firm, plus events we host that you and your family, of course, are always invited to attend.

Newsletters

Successful Women
Weekly Market Snapshot
Investment Strategy Quarterly

Commentaries

Weekly Market Monitor by Dr. Scott Brown
Investment Strategy Weekly by Jeff Saut
Weekly Technical Commentary by Art Huprich
Energy Stat of the Week by J. Marshall Adkins
Bond Market Update

Articles of interest

Vision 2020: The Decade Ahead
Client checklist