Traditional financial advisors often work independently, with one representative managing several accounts. However, we follow a different approach. …
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Can You Afford to Get Out of a Bad Investment?
We've all been there. You poured your heart (and your money) into a stock or business venture, only to see it flounder. The urge to “hold on” can be …
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Protect Yourself from Financial Abuse
As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing …
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: "Will your traditional IRA cost you thousands in taxes?" The financial planner asking this question suggested …
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Celebrating 20 Years (so far) with Barry Dunaway
I met Barry Dunaway in the fall of 1984 at a dinner meeting of financial analysts. Another analyst had pointed him out and had remarked about Barry’s …
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Viewpoint – April 2023
Market Turbulence For those of you accustomed to flying in the Midwest, you know that turbulence can happen during any flight. You don’t know …
