
"We provide our clients with an academic approach to investment management, independent advice and outstanding service."Nicole Tice Haines M.B.A. | Chief Compliance Officer, President
Recent Articles:

Social Security Benefits Going Up 3.2% in 2024 – Retirement Planning
Social Security recipients are due to receive an increase of 3.2% in 2024, the same as last year’s increase. For…

Breaking Down Trash – Environmental Facts
As an abundance of trash is generated every day, more of an effort is being made to collect and recycle…

Estate Tax Exemption On Track To Decrease In 2026 – Estate Planning
Estate tax exemptions began with the Revenue Act of 1916, which imposed a transfer of wealth tax on the estate…

Baby Boomers Working Past Retirement – Demographics
This year the youngest baby boomers are now 59 and the oldest are 77, according to the Bureau of Labor…

Consumers Are Saving Less
According to the Bureau of Economic Analysis, data has revealed that Americans are saving less than initially thought. From 2017…

Macro Overview – October 2023
A federal government shutdown was averted on September 30th, when Congress voted to fund government operations until mid-November. Volatility in…