Sara's Wealth Planning Philosophy

Putting the Markets in Perspective

-The markets can seem intimidating, but they do not have to be.
- Communicating how changes in the markets and global economy affect your specific financial situation and investment strategy.
Financial Confidence through Comprehensive Planning

-Implementing a step-by-step strategy that helps address the following questions:
- How can I resolve the concerns that are most on my mind?
-How will I best achieve my goals?
- Is my investment plan on track?
A Plan that is Unique to You

- Responds to changes in your life
- Disciplined investment solutions to provide for your near, middle, and long term goals

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2023 report card: Portfolios show resilience amidst bank struggles

April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now

Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence

April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now

Quick shot: Resilience, despite new risks

April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
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