- Warren Buffet
Our group specializes in two specific areas. We offer customized personal needs analysis for lifetime planning and customized portfolio management strategies. Managing wealth effectively requires an ongoing commitment to education and adapting to an ever changing tax and market environment. As part of this process we are always restructuring our methodology for managing market risk to help create and sustain wealth. We care more about you and your money than anyone else who doesn't share your last name.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
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The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.
Kevin Emmendorfer, AWM
Ashli Welch
Kraig Emmendorfer
December 1, 2025
Market week
May 20, 2022
Social Security fundamentals