Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

For Small Businesses:

  • Retirement Plan Design (401k, SEP IRA, Simple IRA)
  • Employee Profit Sharing Plans
  • Employee College Savings Plans

For Individuals and Families: 

  • Individual Retirement Accounts (IRA, Roth IRA)
  • Retirement Account Consolidation (Rollovers from Previous Employers)
  • College Education Savings Accounts (529 Plans)
  • Non-qualified Accounts (Mutual Funds, Exchange Traded Funds, Stocks, Annuities)
  • Impact and Socially Responsible Investments