2023 Economic Forecast by John D. Quimjian, Senior Financial Advisor | Jan 9, 2023 As an investor, 2022 will be a year to forget. The benchmark […]

Bear Market Blues by John D. Quimjian, Senior Financial Advisor | Oct 15, 2022 For long term investors, 2022 has been a painful year with the […]

The Twelve Universal Laws of Successful Investing by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022 Preface More and more Americans like you […]

The Model Portfolios Program, Exclusively for Our Clients by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022 A LOW COST, INNOVATIVE WAY TO […]

Planning For The Five Great Goals of Life by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022 The endowment of a long, comfortable […]

Physicians Wealth Solutions, LLC by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022 Summary of our Business Physicians Wealth Solutions, LLC collaborates with […]

6 Ways to Measure If Your Retirement Plan is on Track by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022 Did you know? […]

2022 Economic Forecast by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022 You have to go back 50 years to the 1970s to […]