Benefits of Choosing an AIF® Designee

U.S. News & World Report recognizes the AIF® Designation as one of the top financial certifications. Read 4 Best Financial Certifications here. WHAT MAKES AIF® DESIGNEES DIFFERENT? Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary … Read More...

To Be Responsible or NOT

Hi Everyone, We are being inundated with news about Coronavirus Covid-19 as it relates to our health and to the markets.  As a fiduciary, your interests are my interests. I am watching the news and markets closely. It is important to stay informed and aware of our surroundings.  My daughter is currently in college … Read More...