Our approach to accomplishing this mission can be described as one of inclusion. We help all types of
clients in realizing their financial objectives, making sure not to overlook disadvantaged communities.
Our Mission
Our Mission is to provide objective investment advice at a reasonable price, with superior customer
service and a genuine interest in the communities we serve . . . one family at a time.
›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.
› For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000
›For the self employed, you can contribute up to $46,000 in an
Indi 401k Plan
for year 2007 : or $51,000 if your are over age 50
For IRAs and Roths, you can contribute up to $5,000 per year.
›iSHARES has introduced a tax free municipal bond ETF
›This week's show "How To Pick A Mutual Fund"
15Yr Fixed - 5.08%
30Yr Fixed - 5.62%
5/1 Adj. - 5.76%
3 Mo CD - 3.35%
6 Mo CD - 3.30%
9 Mo CD - 3.40%