A FULL SERVICE FINANCIAL CONSULTING FIRM
Today's investment climate offers unprecedented opportunities.Our mission is to help clients take advantage of those opportunities by providing them with three key tools.
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Cindy Havenhill, MBA | CFP®
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
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Happening Now
Weekly Update 4/20/18 – Stocks Turn Midweek as Volatility Continues
Global equities sold off Thursday and Friday after a hot start to the week, leaving stocks only modestly higher for the period.
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The Longer The Base, The Higher In Space
Emerging markets (EM) is one area we contine to like in 2018 as a place to pursue alpha. As we noted in our Outlook 2018: Return of the Business Cycle, this group has solid fundamentals.
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