Our goal is to help our clients make smart financial decisions, not overwhelm them with information. We provide value by sorting through financial information, then compiling and condensing the most important issues into a format our clients can understand and use. Click on the links below to view various financial articles and information.
Video Presentations - Video Presentations are engaging resources that help educate you on key financial issues.
Articles Library - Articles are listed by publication date. The article topics are selected based on the current financial market and economic environment.These articles are written to help you improve your life and assist you in making smart financial decisions. The same articles are also listed under Featured Articles.
Dave's Newsletters - Presented by Dave Bucholtz, CFP®
Featured Articles - Articles are listed by category and are designed to help you improve your life and make smart financial decisions. Topics are designed to provide insight on issues that matter most to our clients (for example, identity theft, information on trusts, smart investment management, and so on).
Financial Fact vs. Fiction - We understand that it can be tricky navigating through the world of financial services. Everyone seems to have an opinion, and it can be difficult to know what to believe. We've created this series, "Financial Fact vs. Fiction," as a way to present and debunk some of the most popular financial myths.
Market Update - Review our quarterly Market Commentary.
If you would like more information on a specific topic or if you have questions, please e-mail your request to firstname.lastname@example.org.