Ladies Luncheons

Each month, we host a Ladies Luncheon around town. This is an informal way to bring a friend to introduce to us. If you plan on attending, or need more information, e-mail Kelly at All luncheons start at 11:30 a.m. January 16 at...

Active vs. Passive Portfolio Management

The supremacy of one school of thought over the other in the active versus passive investing arena is indeed a worthy debate. Both sides argue convincingly that their approach will generate better returns over time. But it can be confusing, even paralyzing, for...