News & Press

Q1 March 2015 Newsletter

Going Forward: The Beginning of the End What a difference a quarter makes. The market is like a puzzle where the pieces are ever‐changing—once you have a complete investment portfolio together… it is almost certain that the market and world


Q4 December 2014 Newsletter

Market Review: Cracks in the Foundation After seeing a sixth straight year of positive returns in the stock market, surprisingly, a standing ovation is nowhere to be seen, just a sigh of relief. Learn more about the market performance as


September 2014 Newsletter

Market Review: Waking Up Exiting events happened in month September 2014 as the S&P traded around the 2000 mark in the context of global economic events and policy changes.  The Fed reinforced its commitment to keeping rates low due to


Greg Kushner was awarded the Five Star Wealth Manager Award 2012, 2013, and 2014

For important disclosures regarding these awards, please click here!   Read more about CEO Greg Kushner’s notable recipient of this honor three years in a row!   


Jeffrey Westheimer Interview in Clique Magazine

Click here to read the interview in Clique Magazine.