Yearly Archives: 2006

I have just finished comparing your September 30 ending balances to August 31 and reviewing the September and year-to-date gains. I feel good about what I see and hope you do too. News of late centers on attempts by the … Continue reading →

It is very distressing for us to see our hard-won gains of the first four months largely disappear in May and June. The market turned on us like a tsunami hits the beaches. We, in turn, have taken you to … Continue reading →

A lofty goal sought by all of us and promised by many financial purveyors. We don’t promise this, but we encourage you to work with us to make it happen. Many of our current clients are already successfully retired. They … Continue reading →