Promoting a positive and collaborative team culture is something we strongly believe in. Get a glimpse of our core principles and how our personal values may align with yours.

We believe your needs, values and personal beliefs are vital to how we plan for the future. It is our goal to continuously strive towards improvement and provide a high level of service to those who depend on us.

Learn about our approach to working with you and how we aim to develop a plan that is tailored to your unique situation.

Jeffrey celebrated his 60th birthday in January 2018 and the office surprised him with a “Happy Birthday” video montage with some of his old sportscasting footage.

Check out our fourth and final video of our ESG Investing Series: Jeffrey and Cameron discuss the “G” or Governance components of ESG Investing.

Part Three of Our ESG Investing Series: Jeffrey and Cameron discuss the “S” or Social Factors to consider in ESG Investing.

The E in ESG investing: A look into environmental components. Part two of Jeffrey and Cameron’s discussion.

Jeffrey & Cameron discuss the history and evolution of ESG investing. Here is part one of our four-part video series where they dive into the intricacies and critical nature of ESG.

Cameron discusses the evolving sustainable investing industry – taking a close look at “ESG” factors and how such considerations seek to bring about positive change.

Our ESG Summary Video: Jeffrey and Cameron discuss foundational elements of ESG Investing and the many ways this genre of sustainable investing is growing.

Beneficiary Designations are another crucial area of one’s estate planning. Check out what Vahanian Viewpoints has to say.

A critical element of one’s estate planning.

A look at the questions many investors are asking about election season and the current health pandemic.

We want to know what you would like us to talk about. Your suggestions are welcome! Find our contact information here.

Check out our latest video where Jeffrey provides an end of year summary and 2021 outlook.

Two extremely different scenarios that could play out in the months ahead.

Important Investment Perspective For The Second Half of 2020.

A look at the three day market downturn that started after a June 8^th high and what to do next.

Here is a look at the understandable temptation of market timing along with a mind blowing example of how dangerous it can be.

Jeffrey looks at one technical tool used to indicate levels of investor panic and how that might serve our own decision making.

Jeffrey and Cameron talk about subtle differences between weather vs. climate as it relates to financial markets and global economies.

Jeffrey and Cameron discuss how understanding market history can provide perspective and context for investor behavior and volatility.

Jeffrey discusses potential effects of inflation as well as ways to consider protecting your investments from a decrease in purchasing power.