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    A fee-based Registered Investment Advisor, offering objective, independent financial advice.

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    Get Susan's latest thoughts on investing & the economy & her common sense approach to current market conditions. Get Connected to the Latest Financial Trends

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Susan on Money

Read Susan on Money. Susan shares her latest thoughts on investing, the economy and common sense approach to current … Read Susan's Blog

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Quarterly Market Review - Financial This report for Second Quarter 2017 features world capital market performance and a … View Market Report

Financial Review

Susan is ready to listen to your needs and desires, recommend a strategy, and tailor a plan uniquely … Schedule Review

Investment Advice

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What You Need To Know About SECURE Act in 2020

A new law was passed on December 20, 2019 and became effective January 1, 2020. SECURE is an acronym for Setting Every Community Up for Retirement Enhancement. The act is designed to help more people save for retirement in accounts likes 401(k)s and other tax-advantaged accounts so they don't outlive their … Read More...

Any Sign of Recession? – Susan on Money 2/25/19

Personally, I think we are a bit away from any real recession. There are a few scenarios that should tell us when we are near: Sharp rise in wages Rising inflation Fed gets aggressive with interest rates Dip in consumer confidence Business becomes cautious about investing in growth In addition, any trade war … Read More...

Relationships: Inflation and the Fed

When the economy heats up, inflation rises. The Fed will step in and raise rates in an effort to decrease borrowing and increase savings to slow things down a bit. We are in an environment that is tempered with gradual adjustments and one that should allow modest growth with no real threat visible. It is my opinion … Read More...

YEAR-END CHECKLIST FOR CLIENTS FOR TAX SEASON 2018

To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account. Federal and State Voluntary Withholding – If you have had a change of address in 2017, you must notify your advisor by December 15, … Read More...