As 2021 gets underway, a primary concern for many of our clients continues to be access to the… Read More
Jul 29, 2020
Confluence Commentary
Why dividends will continue to be an important part of your portfolio... Investing in stocks is a good… Read More
Jun 23, 2020
Confluence Commentary
Now that you have decided you need a financial advisor, what are the next steps? Once you have… Read More
Complimentary Second Opinion
We would be happy to conduct a no-cost, no-obligation review of your current financial portfolio or investment plan, to determine if it's in-line with your long term goals.