"IF YOU WANT TO BECOME REALLY WEALTHY........You must have your money work for you.  The amount you get paid for your personal effort is relatively small compared to the amount you can earn by having your money make money." -JOHN D. ROCKEFELLER

 

Welcome to our team's website.  This site is dedicated to educating investors on the issues that we have found to have the greatest impact on our client's financial lives.  Below you'll find information about our team, current investment commentary, and a way to confidentially submit any financial questions you have.

 

 

 

 

 Our Practice

 We have built our Investment Practice around four core beliefs:

  1. Capitalism will continue to drive economic growth and raise the standard of living around the world.
  2. Discipline, common sense, and personal responsibility are key ingredients for a successful life.
  3. Successful investing is about time, not timing.  We are investors, not traders.
  4. Historically, dividends have been a significant part of total returns.  We build diversified portfolios, with a foundation in high quality, dividend paying stocks.

 

 


 

 

WISHING YOU A HAPPY AND HEALTHY HOLIDAY SEASON FROM OUR CUTE AND CUDDLY FAMILY!!

WE MOVED..............Schedule an appointment to come see us at our new location.

 

BOOMERS TO  MILLENNIALS PORTFOLIO STRESS TEST

 

 

INTEREST RATE COMMENTARY TAKE A RETIREMENT TEST DRIVE

 


 

 

To better serve our clients, Lance McCoy completed The Retirement Income Planning Certificate Program through the Wharton School of Business at the University of Pennsylvania.

 

 

Have any financial questions?  Please send an email to aletizia@janney.com and we will be in touch promptly.