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Publications,
Insights & News

Our blog is an educational service for our clients.  It is not to merely provide information.  In our industry, there is too much information and it’s easy to be overwhelmed.  Most of it provides some “call to action” – something you should do, usually now.

We want to speak the truth in this world of illusion and distraction.

Some of our topics will cover financial products and strategies.  Often, what is in your interest is not what our industry promotes.

  • What don’t you see?
  • Is it controllable?
  • Can you predict?
  • What are the probabilities?
  • Is it suitable?

Other topics provide knowledge based on the situations we find ourselves in.

  • Presidential election cycles
  • Military conflicts
  • Bull and Bear markets
  • Still, other subjects will cover points of general relevance.
  • Trusts and wills
  • Long term care insurance
  • Mortgages

We will bring in relevant experts to speak to you.

Build knowledge to replace your fear and your greed.