Featured stock Q4 2013

Featured stock:

An example of a high quality equity which we have recently added to our portfolio is as follows:

CBRE Group (CBG)

CBG is a play on the recovering US and Global real estate market.  On Dec. 23, 2013, CBG announced that it has finished it’s $480 million acquisition of Norland, a

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Helping You With Retirement


We can help you understand and meet your retirement needs.  One tool that we use to do this is the Blackrock CORI Index, which does a pretty decent job of calculating the future income that your current savings can provide, based on 1) Interest rates, 2) Inflation forecasts, 3) Risk adjustments, 4) Life expectancy, and 5)