Why Time in the Market Beats Timing the Market
It is hard to hold your ground when the stock market gets volatile, but here’s why time in the market beats timing the market every time.
Gain Confidence in Your Financial Plan
A Pragmatic Approach to Managing Your Money
It often feels like life has never been more complicated. Our experienced team’s mission is to take one very important yet complex thing off your plate to help put everything else in balance.
Kevin A. Caldwell, CFP®
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Principal
Inspiring you to feel confident in your decisions is what we’re passionate about.
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To keep you informed, we regularly write blog entries on topics relevant to your life.
Explore Our Services
If you’re looking for ongoing and comprehensive service to address every aspect of your finances, our fee-based financial planning and investment management may be the right fit for you.
If you don’t want to move your assets but still want professional insight into your finances to ensure you’re on the right track, our flat-fee planning consultations might be what you’re searching for.
How to Make Decisions About Stock-Based Compensation
Stock-based compensation can be exciting, yet it can lead to lots of questions. Get a math-based framework for analyzing the situation.
Is Your Financial Advisor Costing You a Fortune? Your Tax Return Reveals the Truth
Learn how to review your tax return for potential opportunities and problems with your financial strategy and advisory relationship.