Financial Planning

Collaborate with accomplished academics and thought leaders in the world of finance.

Invest In Your Future

Make sensible decisions about your money.

Expert Insights

Personalized solutions to create and preserve wealth.

INVESTMENT MANAGEMENT

A disciplined, time tested, philosophy that reflects our core belief that risk should be given as much consideration as potential reward. Emphasis is placed on the creation, implementation and management of customized solutions that meet the diverse wealth objectives of our clientele.

FINANCIAL PLANNING

The continuous process of identifying and achieving your life goals through the proper management of resources.

PRIVATE BANKING

Concierge services for customized credit solutions, specialty financing, liquidity services and banking services.

“Modern finance is based on scientific reasoning guided by theory, not subjectivity and speculation.”

John “Mac” McQuown

Patience mitigates risk.

When it comes to investment products, complexity often fosters fraud and abuse.

Portfolio diversification enables investors to manage their fear of the unknown.

Rebalancing is like love, you never have to say you are sorry. You are always selling high and buying low.

A good investment policy should never risk what you already have for something you don’t need.

Insights

Article

July 26, 2024

What Should You Do With Your 401(k) When You Change Jobs?

The days of working for one company for your entire career and retiring with a pension are long gone. Today, the average worker will change workplaces more than 5 times… Read more

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Blog

July 26, 2024

Visualized: How Does the Wealth of Millennials Compare to Previous Generations?

Much has been made of millennials’ finances. The cohort started their working careers during the Great Recession, and high housing costs and the burden of student loans have helped contribute… Read more

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Newsletter

December 5, 2023

Financial Planning Newsletter – December 2023

In a world where pension plans are becoming less common, Americans are increasingly relying on employer-sponsored, defined contribution plans like 401(k)s and 403(b)s to cover their retirement needs. According to… Read more

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Commentary

April 5, 2024

Investment Commentary – April 2024

The U.S. economy entered 2024 with a good deal of momentum. A much fretted-over recession failed to materialize, and economic growth topped expectations, with GDP growing 3.3% in the fourth… Read more

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