You have the right to a secure financial future.
Find out how we can serve as your financial guide as we listen and then develop a financial plan to help you achieve your goals and live your dreams.

Why
Simply
Money?

    What's New

  • August 28, 2015

    Simply Money: Why all the hand-wringing over interest rates?

    Stocks have been anything but smooth and steady the last few weeks, and the potential increase in interest rates is consistently cited as a reason. Which begs the question, what’s the relationship between interest rates and stocks?

  • August 27, 2015

    Simply Money: No recession ahead (8/27/15)

    What kills bull markets? Recessions. But a dynamite Gross Domestic Product revision is more proof that one isn't on the horizon. Plus, Nathan and Ed share the one question you should be asking your advisor right now.

  • August 24, 2015

    The key to successful investing: patience

    We understand the last few days have been scary with the swift drop in stocks. For your convenience, here is the communication that went out to all Simply Money clients regarding the market sell-off.

    Recent Blog Posts

  • September 02, 2015

    Know Your Source

    When the stock market is as volatile as it’s been the last few weeks, investors have two basic questions. Why is the market behaving like this, and how long will it last?

    To find answers,

  • August 26, 2015

    The Key Ingredient to Successful Investing: Patience

    We understand the last few days have been scary with the swift drop in stocks. And now there is fear the bull market is over. After what we've experienced this past week, it's normal to be worried…

  • August 24, 2015

    Nervous About Stocks? Do This...

    If you’re getting nervous about the recent volatility in the stock market, do yourself a huge favor. Spend a few minutes looking at the historical charts for the S&P 500 and Dow Jones Industrial Average.