Welcome to Benchmark
Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things, including the responsibility of managing them. The fact is, the more wealth you have, the more time and knowledge it takes to manage it.
Learn about our unique
Wealth Management System
by watching this video.
Do You Know Your Number?
What is your risk tolerance? Does your portfolio really reflect your tolerance level? Contact me and have your portfolio analyzed to see if there is a match.
The Dow hit a new record high last week, and each of the benchmark indexes listed here posted solid gains as investors received encouraging news on the trade front.
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake.
Market Month: October 2019
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CRPC conferred by The College for Financial Planning.
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