CoffeeMugInvestors are challenged with today’s low yields, increased uncertainty and staggering volatility. If you have questions about your current investment holdings, your investment strategy, or the financial markets in general, we would like to help.

We invite you to give us a call or come into the office for a visit. At no obligation, we will give you our unbiased opinion. We have nothing to sell but ourselves. We will either validate that what you are doing makes sense, and that you are on track to achieve your objectives, or identify potential pitfalls and offer suggestions on ways to get you back on track.

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