June 27th, 2008 - This past week has been especially volatile. Most experts would agree that the levels the Markets sank to this week indicate that a bear market is creeping in. Bear markets are inevitable, but so are their recoveries. It is prudent to ensure that you have a plan of action regarding your investment portfolio. Further, it is important that you stick to it, with minor opportunity adjustments along the way. Give our office a call to learn about the opportunities that have presented themselves.

Client Account Login

Please use the following links to access your client accounts on-line:

    Accounts Managed Through Summit Equities, Inc. At National Financial Services, LLC

    Accounts Managed At SEI Private Trust

If you have lost or forgotten your access information, or if you need to register for new access information, please contact our office at (973) 292-8728.