Global

ARE YOU INVESTING FOR THE LONG TERM? Think of this - Thanksgiving turkey. Good things take time. You're not checking the oven every five minutes to see if your turkey is done, are you? Yet, you understand that a turkey takes 5-6 hours to cook. Cooking a turkey is similar to investing, take a long term perspective and focus on your reaching your financial goals - and with that perspective, you can see extremely delicious results.

Celebrating one of our awesome Account Managers today, Seth Fraser! We appreciate all the work and dedication he puts into our Global Team. We are wishing you an amazing day filled with love, family, and friends!

We thank you for your sacrifice to serve our country. Happy Veteran’s Day!

Celebrating Jessica Souther today! She is one of our amazing Senior Account Managers part of the Global Team. We appreciate all the work and dedication Jessica puts forth for the Global Team and her clients. We are wishing you an amazing day filled with love, family, and friends!

Many think investing is simply about making smart investments and getting good returns, but it is critical to have a plan in place beforehand to ensure that you know WHY you are investing! This plan should reflect what is most important to you - your values, needs, concerns, and hopes.