Investing

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In today's business environment, where mergers, downsizing and job instability have brought the time of the company pension plan to an end, investing is no longer just for the wealthy. It is each family's responsibility to plan for their financial future regarding educational funding as well as retirement, estate and tax planning. In recent years, this environment has created a tremendous surge of interest in the financial services industry and thus a barrage of new investment products and advertising from firms competing for investment dollars. Some of them are established companies with proven track records, while others are start-ups hoping to ride this wave of interest while it lasts. Additionally, the advent of the internet has brought us inexpensive, "do-it-yourself" online trading.

Not long ago, stocks were hot. Newspapers, magazines and television were filled with stories about the stock market. You heard "rags-to-riches" stories about how internet stocks were creating dot-com millionaires every day and how you were missing the boat if you didn't drop your other investments and buy high tech stocks. Well, unfortunately for many investors, the boat has sunk. How does the average investor chart a course through this sea of options to reach their financial goals?

The recent plunge in some of these more volatile stocks has been a wake up call to investors who felt they couldn't lose, so they didn't bother to get professional advice. They've realized that investing responsibly means having a diversified portfolio that includes a variety of investment options and seeking professional advice to help choose them. This is where we can help. Like a good doctor or lawyer, we've built our reputation on expertise, attentive service and continual education.