Our goal is to build an income stream sufficient to meet your retirement needs. We also want the income stream to increase over time to offset inflation. To do this, we invest in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world.

Trump accounts are an amazing opportunity to establish a retirement fund for a child or grandchild. Click below to read more.

“One Big Beautiful Bill Act” (OBBBA) was signed into law July 4, 2025. Click below to read more on the subject.

S&P 500® returns are likely to be poor until valuations return to normal levels. Click below to read more on the subject.

This article defines Recency Bias from a financial standpoint, and discusses how it can interfere with a person’s decision-making process on investments.