Mac Schneider, CFA®

Wealth Management Advisor

What is your plan??

After practicing in the wealth management / investment management area for over 30 years, I believe there are three crucial elements to achieve financial security and attain your financial goals:

1) You must have a Financial Plan, preferably well thought out and comprehensive in nature.

2) You must have an Investment Process that has stood the test of time in both good and bad markets.  It must also be a process that can be consistently implemented.

3) You must have personal discipline and intestinal fortitude to stick with your plan, regardless of what others are doing or what the media says.  This may be the hardest of all.

This is why achieving long-term investment success is so very hard.  Most people have extreme difficulty doing all three of these things over long periods of time.  That is where we come in.  We provide the mechanism for these three elements to be executed on a consistent basis. 

Why try to navigate this journey on your own?  When you put me and my competent team to work for you, we'll be on the journey together to ensure that your financial future is all you want it to be.

New Webcast Replay – View Now

Get started on your financial journey together with a checklist and tips in our latest webcast, Marriage & Money: 3 Steps for Building Your Financial Future Together.

View now.

Mid-Year Financial Report Card: How’s the Economy Doing?

This month’s podcast takes a pulse on the markets and how student loan debt is affecting the economy. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

The Impact of Long-Term Care on Families

Alzheimer’s doesn’t pick and choose.  It can impact any family. Hear from Emmy-award winning broadcast journalist Meryl Comer, USAgainstAlzheimer’s co-founder Trish Vradenberg and others about the impact providing long-term care for a loved one has had on their lives and families.