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Using our knowledge, skills, and resources to help you increase your capacity to live and give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
- To be the premier resource of financial information and advice for our clients
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- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Bonds may outperform stocks one year only to have stocks rebound the next.
Purchasing homeowners insurance is critical for protecting your home.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?