We work closely with a select group of families and businesses in the management of their financial needs. They employ us to leverage our time, experience, and expertise required to care for their wealth. We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
Learn more about the Turner - Fisher Investment Group.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
November 29, 2017
Personal Wealth Dashboard
August 13, 2018
Municipal Market Insight