Diversification, it is a term we often hear thrown about to explain how one can properly protect their investments.  How many times have you heard someone say “I don’t want to keep too many eggs in one basket”?  What they are talking about is being diversified.  Many people feel if they invest their money with …

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Join Team Connor Bos in the Mission to wipe out blood cancer Thursday, November 6  |  6:00PM @ The Jacksonville Landing We’ve formed a team for this year’s Light The Night Walk and we hope you’ll join us. By joining our team and raising funds for this important cause, you’ll be making a real impact on …

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The answer to that question for many people is: I invest in order to make money. On the surface that might seem to be the most obvious and simple answer. But is it? The real answer is a little more complicated than that.

Relationships Built Upon a Foundation of Knowledge The most important thing in our business is our relationship with our clients. One of the ways we work toward this ideal is to provide educational opportunities. We help to broaden our client’s understanding of wealth management in several ways including client meetings, our newsletter and also in …

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Josh & Anna Dickenson | The BundiWater Project  I recently met with Gerald in a dimly lit room in the front of a mud hut. His voice was strong and vibrant and there were plenty of smiles to go around as he talked about high school and home life. This meeting was certainly a far …

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