Welcome

Ralph Bender’s passion for long distance running and his rock-solid belief in the American way, form the basis of the firm’s direction…

It’s not a Roller Coaster!

You may have heard “the stock market is like a roller coaster.” We hear it all the time, but the problem is, it’s a terrible analogy…

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…

Welcome

Ralph Bender’s passion for long distance running and his rock-solid belief in the American way, form the basis of the firm’s direction…

It’s not a Roller Coaster!

You may have heard “the stock market is like a roller coaster.” We hear it all the time, but the problem is, it’s a terrible analogy…

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…

Recent Posts

It’s not a Roller Coaster!

You may have heard “the stock market is like a roller coaster.” We hear it all the time, but the problem is, it’s a terrible analogy…

Important Scheduling Changes

We are thrilled to introduce a new dynamic scheduling tool, ScheduleOnce.com, as we prepare for our Spring season of Annual Client Review Meetings…

Team in Transition

After many years of faithfully serving our clients, utilizing her extensive experience in the financial services, Sandra Murphy has fully retired…